New Edge Advisors, LLC Invesco Bulletshares 2028 Muni Transaction History

New Edge Advisors, LLC

  • $15 Billion
  • Q3 2024

A detailed history of New Edge Advisors, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, New Edge Advisors, LLC holds 121,106 shares of BSMS stock, worth $2.83 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
121,106
Previous 117,647 2.94%
Holding current value
$2.83 Million
Previous $2.73 Million 4.5%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$23.15 - $23.58 $80,075 - $81,563
3,459 Added 2.94%
121,106 $2.86 Million
Q2 2024

Aug 15, 2024
BUY
$23.05 - $23.43 $176,217 - $179,122
7,645 Added 6.95%
117,647 $2.73 Million
Q1 2024

May 14, 2024
BUY
$23.45 - $23.75 $2.46 Million - $2.49 Million
104,970 Added 2086.05%
110,002 $2.58 Million
Q4 2023

Feb 13, 2024
BUY
$22.32 - $23.75 $112,314 - $119,510
5,032 New
5,032 $119,000

Others Institutions Holding BSMS

# of Institutions
74
Shares Held
3.33M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2028 MUNI

BSMS Quotes by TradingView
  • Ticker BSMS
  • Sector ETFs
  • Industry ETFs
More about BSMS
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email