Wespac Advisors, LLC Invesco Bulletshares 2027 Muni Transaction History

Wespac Advisors, LLC

  • $128 Million
  • Q2 2025

A detailed history of Wespac Advisors, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Wespac Advisors, LLC holds 25,872 shares of BSMR stock, worth $610,579. This represents 0.48% of its overall portfolio holdings.

Number of Shares
25,872
Previous 17,322 49.36%
Holding current value
$610,579
Previous $407,000 49.14%
% of portfolio
0.48%
Previous 0.35%

Shares

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

Jul 23, 2025
BUY
$23.03 - $23.64 $196,906 - $202,122
8,550 Added 49.36%
25,872 $607,000
Q2 2024

Jul 30, 2024
SELL
$23.32 - $23.62 $403,949 - $409,145
-17,322 Reduced 50.0%
17,322 $406,000
Q1 2024

Apr 24, 2024
BUY
$23.62 - $23.88 $818,291 - $827,298
34,644 New
34,644 $819,000

Others Institutions Holding BSMR

# of Institutions
128
Shares Held
7.48M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2027 MUNI

BSMR Quotes by TradingView
  • Ticker BSMR
  • Sector ETFs
  • Industry ETFs
More about BSMR
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