Steward Partners Investment Advisory, LLC Invesco Bulletshares 2029 Muni Transaction History

Steward Partners Investment Advisory, LLC

$10.9 Billion
Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 6,024 shares of BSMT stock, worth $136,925. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,024

Previous 15,379 60.83%

Holding current value

$136,925

Previous $352,000 61.36%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$22.66 - $23.19 $211,984 - $216,942	-9,355 Reduced 60.83%	6,024 $136,000
Q4 2024 Feb 06, 2025	BUY	$22.83 - $23.36 $9,839 - $10,068	431 Added 2.88%	15,379 $352,000
Q3 2024 Nov 14, 2024	SELL	$22.87 - $23.34 $96,808 - $98,798	-4,233 Reduced 22.07%	14,948 $347,000
Q2 2024 Aug 08, 2024	BUY	$22.73 - $23.17 $284,170 - $289,671	12,502 Added 187.18%	19,181 $439,000
Q1 2024 May 15, 2024	BUY	$23.21 - $23.53 $138,772 - $140,685	5,979 Added 854.14%	6,679 $155,000
Q3 2021 Nov 12, 2021	SELL	$25.92 - $26.49 $9,642 - $9,854	-372 Reduced 34.7%	700 $18,000
Q1 2021 May 14, 2021	BUY	$25.44 - $26.37 $27,271 - $28,268	1,072 New	1,072 $27,000

Others Institutions Holding BSMT

# of Institutions

Shares Held

5.81M

Call Options Held

Put Options Held

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About INVESCO BULLETSHARES 2029 MUNI

Ticker BSMT
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Steward Partners Investment Advisory, LLC Invesco Bulletshares 2029 Muni Transaction History