A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Bulletshares 2024 Muni stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 36,719 shares of BSMO stock, worth $910,631. This represents 0.39% of its overall portfolio holdings.

Number of Shares
36,719
Previous 32,841 11.81%
Holding current value
$910,631
Previous $818 Million 11.2%
% of portfolio
0.39%
Previous 0.42%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$24.74 - $24.95 $95,941 - $96,756
3,878 Added 11.81%
36,719 $910 Million
Q4 2023

Jan 18, 2024

BUY
$24.58 - $24.93 $807,231 - $818,726
32,841 New
32,841 $818 Million

Others Institutions Holding BSMO

About INVESCO BULLETSHARES 2024 MUNI


  • Ticker BSMO
  • Sector ETFs
  • Industry ETFs
More about BSMO
Track This Portfolio

Track Precedent Wealth Partners, LLC Portfolio

Follow Precedent Wealth Partners, 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 Precedent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.