Wingate Wealth Advisors, Inc. Invesco Bulletshares 2028 Muni Transaction History

Wingate Wealth Advisors, Inc.

  • $144 Billion
  • Q3 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 15,299 shares of BSMS stock, worth $358,914. This represents 0.25% of its overall portfolio holdings.

Number of Shares
15,299
Previous 15,190 0.72%
Holding current value
$358,914
Previous $353 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
$23.12 - $23.59 $2,520 - $2,571
109 Added 0.72%
15,299 $358 Million
Q2 2025

Jul 29, 2025
BUY
$22.66 - $23.35 $2,492 - $2,568
110 Added 0.73%
15,190 $353 Million
Q1 2025

Apr 23, 2025
BUY
$23.1 - $23.56 $150,173 - $153,163
6,501 Added 75.78%
15,080 $349 Million
Q4 2024

Jan 28, 2025
BUY
$23.26 - $23.6 $199,547 - $202,464
8,579 New
8,579 $200 Million

Others Institutions Holding BSMS

# of Institutions
109
Shares Held
5.6M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2028 MUNI

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