Beacon Pointe Advisors, LLC Invesco Bulletshares 2027 Muni Transaction History

Beacon Pointe Advisors, LLC

  • $8.89 Billion
  • Q4 2024

A detailed history of Beacon Pointe Advisors, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 16,322 shares of BSMR stock, worth $386,668. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,322
Previous 14,316 14.01%
Holding current value
$386,668
Previous $339,000 13.57%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$23.55 - $23.9 $47,241 - $47,943
2,006 Added 14.01%
16,322 $385,000
Q3 2024

Nov 14, 2024
SELL
$23.41 - $23.78 $24,931 - $25,325
-1,065 Reduced 6.92%
14,316 $339,000
Q2 2024

Aug 12, 2024
BUY
$23.32 - $23.62 $29,826 - $30,209
1,279 Added 9.07%
15,381 $361,000
Q1 2024

May 14, 2024
BUY
$23.62 - $23.88 $9,967 - $10,077
422 Added 3.08%
14,102 $333,000
Q4 2023

Feb 08, 2024
BUY
$22.68 - $23.9 $310,262 - $326,952
13,680 New
13,680 $326,000
Q2 2023

Aug 11, 2023
BUY
$23.32 - $24.05 $198,033 - $204,232
8,492 New
8,492 $200,000

Others Institutions Holding BSMR

# of Institutions
112
Shares Held
5.87M
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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