Wingate Wealth Advisors, Inc. Invesco Bulletshares 2027 Muni Transaction History

Wingate Wealth Advisors, Inc.

  • $86.9 Billion
  • Q1 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 14,905 shares of BSMR stock, worth $347,733. This represents 0.4% of its overall portfolio holdings.

Number of Shares
14,905
Previous 8,494 75.48%
Holding current value
$347,733
Previous $200 Million 75.1%
% of portfolio
0.4%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$23.49 - $23.77 $150,594 - $152,389
6,411 Added 75.48%
14,905 $351 Million
Q4 2024

Jan 28, 2025
BUY
$23.55 - $23.9 $200,033 - $203,006
8,494 New
8,494 $200 Million

Others Institutions Holding BSMR

# of Institutions
118
Shares Held
7.08M
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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