One Ascent Financial Services LLC Invesco Bulletshares 2024 Muni Transaction History

One Ascent Financial Services LLC

  • $718 Million
  • Q2 2024

A detailed history of One Ascent Financial Services LLC transactions in Invesco Bulletshares 2024 Muni stock. As of the latest transaction made, One Ascent Financial Services LLC holds 262,091 shares of BSMO stock, worth $6.51 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
262,091
Previous 266,189 1.54%
Holding current value
$6.51 Million
Previous $6.6 Million 1.38%
% of portfolio
0.91%
Previous 0.73%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
$24.74 - $24.86 $101,384 - $101,876
-4,098 Reduced 1.54%
262,091 $6.51 Million
Q1 2024

Apr 16, 2024
BUY
$24.74 - $24.95 $289,012 - $291,465
11,682 Added 4.59%
266,189 $6.6 Million
Q4 2023

Jan 11, 2024
BUY
$24.58 - $24.93 $6.26 Million - $6.34 Million
254,507 New
254,507 $6.34 Million

Others Institutions Holding BSMO

# of Institutions
120
Shares Held
6.4M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2024 MUNI

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

Track One Ascent Financial Services LLC Portfolio

Follow One Ascent Financial Services 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 One Ascent Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email