Precedent Wealth Partners, LLC Invesco Bulletshares 2026 Muni Transaction History

Precedent Wealth Partners, LLC

  • $233 Billion
  • Q1 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 45,773 shares of BSMQ stock, worth $1.08 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
45,773
Previous 34,663 32.05%
Holding current value
$1.08 Million
Previous $823 Million 30.99%
% of portfolio
0.46%
Previous 0.42%

Shares

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

Apr 23, 2024
BUY
$23.57 - $23.76 $261,862 - $263,973
11,110 Added 32.05%
45,773 $1.08 Billion
Q4 2023

Jan 18, 2024
BUY
$22.83 - $23.75 $791,356 - $823,246
34,663 New
34,663 $823 Million

Others Institutions Holding BSMQ

# of Institutions
95
Shares Held
4.94M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2026 MUNI

BSMQ Quotes by TradingView
  • Ticker BSMQ
  • Sector ETFs
  • Industry ETFs
More about BSMQ
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.

Choose your preferred platform and Sign Up 👇 Telegram Email