Wingate Wealth Advisors, Inc. Invesco Bulletshares 2029 Muni Transaction History

Wingate Wealth Advisors, Inc.

  • $86.9 Billion
  • Q1 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 15,307 shares of BSMT stock, worth $345,478. This represents 0.4% of its overall portfolio holdings.

Number of Shares
15,307
Previous 8,704 75.86%
Holding current value
$345,478
Previous $200 Million 74.34%
% 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
$22.66 - $23.19 $149,623 - $153,123
6,603 Added 75.86%
15,307 $348 Million
Q4 2024

Jan 28, 2025
BUY
$22.83 - $23.36 $198,712 - $203,325
8,704 New
8,704 $200 Million

Others Institutions Holding BSMT

# of Institutions
94
Shares Held
5.82M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2029 MUNI

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