Accurate Wealth Management, LLC Invesco Bulletshares 2027 Muni Transaction History

Accurate Wealth Management, LLC

  • $688 Million
  • Q4 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 32,062 shares of BSMR stock, worth $758,907. This represents 0.11% of its overall portfolio holdings.

Number of Shares
32,062
Previous 30,123 6.44%
Holding current value
$758,907
Previous $712,000 6.46%
% of portfolio
0.11%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
BUY
$23.58 - $23.73 $45,721 - $46,012
1,939 Added 6.44%
32,062 $758,000
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
8.21M
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
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