Paulson Wealth Management Inc. Invesco Bulletshares 2029 Muni Transaction History

Paulson Wealth Management Inc.

  • $353 Million
  • Q1 2025

A detailed history of Paulson Wealth Management Inc. transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 18,599 shares of BSMT stock, worth $419,779. This represents 0.12% of its overall portfolio holdings.

Number of Shares
18,599
Previous 11,435 62.65%
Holding current value
$419,779
Previous $262,000 61.07%
% of portfolio
0.12%
Previous 0.07%

Shares

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

May 12, 2025
BUY
$22.66 - $23.19 $162,336 - $166,133
7,164 Added 62.65%
18,599 $422,000
Q4 2024

Feb 13, 2025
BUY
$22.83 - $23.36 $261,061 - $267,121
11,435 New
11,435 $262,000

Others Institutions Holding BSMT

# of Institutions
94
Shares Held
5.82M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2029 MUNI

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