Tpg Financial Advisors, LLC Invesco Bulletshares 2024 Muni Transaction History

Tpg Financial Advisors, LLC

$230 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 16, 2024	BUY	$24.78 - $24.91 $5,699 - $5,729	230 Added 1.8%	12,978 $322,000
Q2 2024 Oct 16, 2024	BUY	$24.74 - $24.86 $315,385 - $316,915	12,748 New	12,748 $316,000

Others Institutions Holding BSMO

# of Institutions

21

Shares Held

890K

Call Options Held

0

Put Options Held

0

Advisor Group Holdings, Inc. Phoenix, AZ

105K
Shares

$2.62 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

92.7K
Shares

$2.31 Million
0.0% of portfolio
Leo Brokerage, LLC

63.7K
Shares

$1.58 Million
0.18% of portfolio
Farmers National Bank Danville, KY

56.9K
Shares

$1.42 Million
0.43% of portfolio
Focus Financial Network Inc /Adv Minneapolis, MN

50.7K
Shares

$1.26 Million
0.05% of portfolio

About INVESCO BULLETSHARES 2024 MUNI

Ticker BSMO
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