New Edge Advisors, LLC Invesco Bulletshares 2027 Muni Transaction History

New Edge Advisors, LLC

  • $16 Billion
  • Q4 2024

A detailed history of New Edge Advisors, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, New Edge Advisors, LLC holds 135,131 shares of BSMR stock, worth $3.21 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
135,131
Previous 124,697 8.37%
Holding current value
$3.21 Million
Previous $2.96 Million 7.92%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$23.55 - $23.9 $245,720 - $249,372
10,434 Added 8.37%
135,131 $3.19 Million
Q3 2024

Nov 14, 2024
BUY
$23.41 - $23.78 $78,493 - $79,734
3,353 Added 2.76%
124,697 $2.96 Million
Q2 2024

Aug 15, 2024
BUY
$23.32 - $23.62 $118,488 - $120,013
5,081 Added 4.37%
121,344 $2.85 Million
Q1 2024

May 14, 2024
BUY
$23.62 - $23.88 $51,137 - $51,700
2,165 Added 1.9%
116,263 $2.75 Million
Q4 2023

Feb 13, 2024
BUY
$22.68 - $23.9 $38,692 - $40,773
1,706 Added 1.52%
114,098 $2.73 Million
Q3 2023

Nov 14, 2023
SELL
$22.87 - $23.69 $47,363 - $49,061
-2,071 Reduced 1.81%
112,392 $2.57 Million
Q2 2023

Aug 14, 2023
SELL
$23.32 - $24.05 $31,365 - $32,347
-1,345 Reduced 1.16%
114,463 $2.7 Million
Q1 2023

May 12, 2023
BUY
$23.42 - $24.09 $214,035 - $220,158
9,139 Added 8.57%
115,808 $2.76 Million
Q4 2022

Feb 14, 2023
BUY
$22.63 - $23.68 $417,523 - $436,896
18,450 Added 20.91%
106,669 $2.51 Million
Q3 2022

Nov 14, 2022
BUY
$22.76 - $24.23 $207,411 - $220,807
9,113 Added 11.52%
88,219 $2.01 Million
Q2 2022

Aug 09, 2022
BUY
$23.2 - $24.21 $1.84 Million - $1.92 Million
79,106 New
79,106 $1.87 Million

Others Institutions Holding BSMR

# of Institutions
112
Shares Held
5.9M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2027 MUNI

BSMR Quotes by TradingView
  • Ticker BSMR
  • Sector ETFs
  • Industry ETFs
More about BSMR
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