New Edge Advisors, LLC Invesco Bulletshares 2028 Muni Transaction History

New Edge Advisors, LLC

  • $16.2 Billion
  • Q1 2025

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 150,193 shares of BSMS stock, worth $3.47 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
150,193
Previous 134,143 11.96%
Holding current value
$3.47 Million
Previous $3.13 Million 11.25%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$23.1 - $23.56 $370,755 - $378,138
16,050 Added 11.96%
150,193 $3.48 Million
Q4 2024

Feb 13, 2025
BUY
$23.26 - $23.6 $303,240 - $307,673
13,037 Added 10.76%
134,143 $3.13 Million
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
98
Shares Held
4.84M
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
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