Summit Financial, LLC Invesco Bulletshares 2028 Muni Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 2025

A detailed history of Summit Financial, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Summit Financial, LLC holds 216,358 shares of BSMS stock, worth $5.08 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
216,358
Holding current value
$5.08 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
$23.12 - $23.59 $5 Million - $5.1 Million
216,358 New
216,358 $5.07 Million

Others Institutions Holding BSMS

# of Institutions
113
Shares Held
6.61M
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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