Wealthsource Partners, LLC Invesco Bulletshares 2024 Muni Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Invesco Bulletshares 2024 Muni stock. As of the latest transaction made, Wealthsource Partners, LLC holds 9,332 shares of BSMO stock, worth $231,433. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,332
Previous 10,075 7.37%
Holding current value
$231,433
Previous $248,000 6.45%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$24.58 - $24.93 $18,262 - $18,522
-743 Reduced 7.37%
9,332 $232,000
Q3 2023

Nov 09, 2023
BUY
$24.62 - $24.86 $1,403 - $1,417
57 Added 0.57%
10,075 $248,000
Q2 2023

Aug 14, 2023
BUY
$24.56 - $24.94 $442 - $448
18 Added 0.18%
10,018 $248,000
Q4 2022

Feb 09, 2023
BUY
$24.39 - $24.86 $243,900 - $248,600
10,000 New
10,000 $247,000

Others Institutions Holding BSMO

# of Institutions
114
Shares Held
5.14M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2024 MUNI

BSMO Quotes by TradingView
  • Ticker BSMO
  • Sector ETFs
  • Industry ETFs
More about BSMO
Track This Portfolio

Track Wealthsource Partners, LLC Portfolio

Follow Wealthsource Partners, 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 Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email