Wespac Advisors, LLC Invesco Bulletshares 2028 Muni Transaction History

Wespac Advisors, LLC

$131 Million
Q4 2024

A detailed history of Wespac Advisors, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Wespac Advisors, LLC holds 12,958 shares of BSMS stock, worth $300,366. This represents 0.23% of its overall portfolio holdings.

Number of Shares

12,958

Holding current value

$300,366

% of portfolio

0.23%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 03, 2025	BUY	$23.26 - $23.6 $301,403 - $305,808	12,958 New	12,958 $302,000

Others Institutions Holding BSMS

# of Institutions

Shares Held

3.87M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

290K
Shares

$6.72 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

254K
Shares

$5.89 Million
0.0% of portfolio
Morgan Stanley New York, NY

204K
Shares

$4.72 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

195K
Shares

$4.53 Million
0.01% of portfolio
Invesco Ltd. Atlanta, GA

184K
Shares

$4.25 Million
0.0% of portfolio

View Full List

About INVESCO BULLETSHARES 2028 MUNI

Ticker BSMS
Sector ETFs
Industry ETFs

More about BSMS

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Wespac Advisors, LLC Invesco Bulletshares 2028 Muni Transaction History