Precedent Wealth Partners, LLC Invesco Bulletshares 2025 Muni Transaction History

Precedent Wealth Partners, LLC

$408 Billion
Q2 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Bulletshares 2025 Muni stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 77,108 shares of BSMP stock, worth $1.89 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

77,108

Previous 83,529 7.69%

Holding current value

$1.89 Million

Previous $2.04 Billion 7.46%

% of portfolio

0.46%

Previous 0.57%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$24.37 - $24.56 $156,479 - $157,699	-6,421 Reduced 7.69%	77,108 $1.89 Billion
Q1 2025 Apr 17, 2025	BUY	$24.41 - $24.65 $421,121 - $425,261	17,252 Added 26.03%	83,529 $2.04 Billion
Q4 2024 Jan 21, 2025	BUY	$24.45 - $24.62 $58,337 - $58,743	2,386 Added 3.73%	66,277 $1.62 Billion
Q3 2024 Oct 17, 2024	BUY	$24.29 - $24.63 $266,339 - $270,067	10,965 Added 20.72%	63,891 $1.56 Billion
Q2 2024 Jul 23, 2024	BUY	$24.2 - $24.39 $192,680 - $194,193	7,962 Added 17.71%	52,926 $1.29 Billion
Q1 2024 Apr 23, 2024	BUY	$24.34 - $24.55 $258,466 - $260,696	10,619 Added 30.92%	44,964 $1.09 Billion
Q4 2023 Jan 18, 2024	BUY	$23.89 - $24.55 $820,502 - $843,169	34,345 New	34,345 $843 Million

Others Institutions Holding BSMP

# of Institutions

142

Shares Held

7.53M

Call Options Held

Put Options Held

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About INVESCO BULLETSHARES 2025 MUNI

Ticker BSMP
Sector ETFs
Industry ETFs

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Precedent Wealth Partners, LLC Invesco Bulletshares 2025 Muni Transaction History