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

Wingate Wealth Advisors, Inc.

  • $144 Billion
  • Q3 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 15,120 shares of BSMR stock, worth $358,495. This represents 0.25% of its overall portfolio holdings.

Number of Shares
15,120
Previous 15,014 0.71%
Holding current value
$358,495
Previous $352 Million 1.52%
% of portfolio
0.25%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$23.46 - $23.77 $2,486 - $2,519
106 Added 0.71%
15,120 $358 Million
Q2 2025

Jul 29, 2025
BUY
$23.03 - $23.64 $2,510 - $2,576
109 Added 0.73%
15,014 $352 Million
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
131
Shares Held
7.75M
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
Track This Portfolio

Track Wingate Wealth Advisors, Inc. Portfolio

Follow Wingate Wealth Advisors, Inc. 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 Wingate Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wingate Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email