Steward Partners Investment Advisory, LLC Invesco Bulletshares 2028 Muni Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 13,311 shares of BSMS stock, worth $312,276. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,311
Previous 5,183 156.82%
Holding current value
$312,276
Previous $120,000 159.17%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$23.12 - $23.59 $187,919 - $191,739
8,128 Added 156.82%
13,311 $311,000
Q2 2025

Aug 12, 2025
BUY
$22.66 - $23.35 $117,446 - $121,023
5,183 New
5,183 $120,000
Q3 2021

Nov 12, 2021
SELL
$26.09 - $26.59 $27,864 - $28,398
-1,068 Closed
0 $0
Q1 2021

May 14, 2021
BUY
$25.63 - $26.44 $27,372 - $28,237
1,068 New
1,068 $0

Others Institutions Holding BSMS

# of Institutions
112
Shares Held
6.49M
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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