Precedent Wealth Partners, LLC Invesco Bulletshares 2028 Muni Transaction History

Precedent Wealth Partners, LLC

  • $233 Billion
  • Q1 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 49,431 shares of BSMS stock, worth $1.15 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
49,431
Previous 38,301 29.06%
Holding current value
$1.15 Million
Previous $910 Million 27.57%
% of portfolio
0.5%
Previous 0.46%

Shares

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

Apr 23, 2024
BUY
$23.45 - $23.75 $260,998 - $264,337
11,130 Added 29.06%
49,431 $1.16 Billion
Q4 2023

Jan 18, 2024
BUY
$22.32 - $23.75 $854,878 - $909,648
38,301 New
38,301 $910 Million

Others Institutions Holding BSMS

# of Institutions
55
Shares Held
2.58M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2028 MUNI

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