Summit Financial, LLC Invesco Bulletshares 2027 Muni Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 2025

A detailed history of Summit Financial, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Summit Financial, LLC holds 214,305 shares of BSMR stock, worth $5.07 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
214,305
Holding current value
$5.07 Million
% of portfolio
0.08%

Shares

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

Nov 14, 2025
BUY
$23.46 - $23.77 $5.03 Million - $5.09 Million
214,305 New
214,305 $5.07 Million

Others Institutions Holding BSMR

# of Institutions
130
Shares Held
8.16M
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
Track This Portfolio

Track Summit Financial, LLC Portfolio

Follow Summit Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email