Precedent Wealth Partners, LLC Invesco Bulletshares 2029 Muni Transaction History

Precedent Wealth Partners, LLC

$360 Billion
Q1 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 109,355 shares of BSMT stock, worth $2.46 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

109,355

Previous 72,934 49.94%

Holding current value

$2.46 Million

Previous $1.67 Billion 48.63%

% of portfolio

0.69%

Previous 0.55%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$22.66 - $23.19 $825,299 - $844,602	36,421 Added 49.94%	109,355 $2.49 Billion
Q4 2024 Jan 21, 2025	BUY	$22.83 - $23.36 $61,960 - $63,399	2,714 Added 3.86%	72,934 $1.67 Billion
Q3 2024 Oct 17, 2024	BUY	$22.87 - $23.34 $266,275 - $271,747	11,643 Added 19.88%	70,220 $1.63 Billion
Q2 2024 Jul 23, 2024	BUY	$22.73 - $23.17 $191,977 - $195,693	8,446 Added 16.85%	58,577 $1.34 Billion
Q1 2024 Apr 23, 2024	BUY	$23.21 - $23.53 $257,166 - $260,712	11,080 Added 28.37%	50,131 $1.17 Billion
Q4 2023 Jan 18, 2024	BUY	$21.83 - $23.53 $852,483 - $918,870	39,051 New	39,051 $918 Million

Others Institutions Holding BSMT

# of Institutions

Shares Held

5.29M

Call Options Held

Put Options Held

View Full List

About INVESCO BULLETSHARES 2029 MUNI

Ticker BSMT
Sector ETFs
Industry ETFs

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Precedent Wealth Partners, LLC Invesco Bulletshares 2029 Muni Transaction History