A detailed history of Vermillion & White Wealth Management Group, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Vermillion & White Wealth Management Group, LLC holds 33,956 shares of BSMR stock, worth $801,361. This represents 0.52% of its overall portfolio holdings.

Number of Shares
33,956
Previous 46,598 27.13%
Holding current value
$801,361
Previous $1.1 Billion 27.38%
% of portfolio
0.52%
Previous 0.79%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025

SELL
$23.03 - $23.64 $291,145 - $298,856
-12,642 Reduced 27.13%
33,956 $797 Million
Q1 2025

May 14, 2025

BUY
$23.49 - $23.77 $178,312 - $180,438
7,591 Added 19.46%
46,598 $1.1 Billion
Q1 2024

May 14, 2024

BUY
$23.62 - $23.88 $921,345 - $931,487
39,007 New
39,007 $923 Million

Others Institutions Holding BSMR

About INVESCO BULLETSHARES 2027 MUNI


  • Ticker BSMR
  • Sector ETFs
  • Industry ETFs
More about BSMR
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