Precedent Wealth Partners, LLC Invesco Bulletshares 2027 Muni Transaction History

Precedent Wealth Partners, LLC

  • $233 Billion
  • Q1 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 48,637 shares of BSMR stock, worth $1.14 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
48,637
Previous 38,616 25.95%
Holding current value
$1.14 Million
Previous $923 Million 24.64%
% of portfolio
0.49%
Previous 0.47%

Shares

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

Apr 23, 2024
BUY
$23.62 - $23.88 $236,696 - $239,301
10,021 Added 25.95%
48,637 $1.15 Billion
Q4 2023

Jan 18, 2024
BUY
$22.68 - $23.9 $875,810 - $922,922
38,616 New
38,616 $923 Million

Others Institutions Holding BSMR

# of Institutions
75
Shares Held
3.38M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2027 MUNI

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