A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 65,964 shares of BSMQ stock, worth $1.55 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
65,964
Previous 54,021 22.11%
Holding current value
$1.55 Million
Previous $1.27 Billion 23.38%
% of portfolio
0.52%
Previous 0.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$23.47 - $23.74 $280,302 - $283,526
11,943 Added 22.11%
65,964 $1.57 Billion
Q2 2024

Jul 23, 2024

BUY
$23.36 - $23.58 $192,673 - $194,487
8,248 Added 18.02%
54,021 $1.27 Billion
Q1 2024

Apr 23, 2024

BUY
$23.57 - $23.76 $261,862 - $263,973
11,110 Added 32.05%
45,773 $1.08 Billion
Q4 2023

Jan 18, 2024

BUY
$22.83 - $23.75 $791,356 - $823,246
34,663 New
34,663 $823 Million

Others Institutions Holding BSMQ

About INVESCO BULLETSHARES 2026 MUNI


  • Ticker BSMQ
  • Sector ETFs
  • Industry ETFs
More about BSMQ
Track This Portfolio

Track Precedent Wealth Partners, LLC Portfolio

Follow Precedent Wealth Partners, LLC 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 Precedent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.