Valicenti Advisory Services Inc Invesco Bulletshares 2029 Muni Transaction History

Valicenti Advisory Services Inc

$402 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 16, 2024	BUY	$21.83 - $23.53 $186,100 - $200,593	8,525 New	8,525 $200,000

Others Institutions Holding BSMT

# of Institutions

87

Shares Held

5.02M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

448K
Shares

$10.3 Million
0.0% of portfolio
Kathmere Capital Management, LLC Wayne, PA

426K
Shares

$9.77 Million
0.92% of portfolio
Ameriprise Financial Inc Minneapolis, MN

312K
Shares

$7.15 Million
0.0% of portfolio
Hills Bank & Trust CO

309K
Shares

$7.09 Million
0.56% of portfolio
Bank Of America Corp Charlotte, NC

187K
Shares

$4.3 Million
0.0% of portfolio

About INVESCO BULLETSHARES 2029 MUNI

Ticker BSMT
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