Accurate Wealth Management, LLC Invesco Bulletshares 2027 Muni Transaction History

Accurate Wealth Management, LLC

  • $663 Million
  • Q3 2025

A detailed history of Accurate Wealth Management, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 30,123 shares of BSMR stock, worth $713,011. This represents 0.11% of its overall portfolio holdings.

Number of Shares
30,123
Previous 22,857 31.79%
Holding current value
$713,011
Previous $536,000 32.84%
% of portfolio
0.11%
Previous 0.09%

Shares

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

Oct 20, 2025
BUY
$23.46 - $23.77 $170,460 - $172,712
7,266 Added 31.79%
30,123 $712,000
Q2 2025

Jul 15, 2025
BUY
$23.03 - $23.64 $526,396 - $540,339
22,857 New
22,857 $536,000

Others Institutions Holding BSMR

# of Institutions
130
Shares Held
8.17M
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 Accurate Wealth Management, LLC Portfolio

Follow Accurate Wealth Management, 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 Accurate Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accurate Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email