A detailed history of Beacon Pointe Advisors, LLC transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 18,425 shares of BSMT stock, worth $422,116. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,425
Previous 19,273 4.4%
Holding current value
$422,116
Previous $441,000 2.95%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$22.87 - $23.34 $19,393 - $19,792
-848 Reduced 4.4%
18,425 $428,000
Q2 2024

Aug 12, 2024

BUY
$22.73 - $23.17 $64,621 - $65,872
2,843 Added 17.3%
19,273 $441,000
Q1 2024

May 14, 2024

BUY
$23.21 - $23.53 $22,258 - $22,565
959 Added 6.2%
16,430 $381,000
Q4 2023

Feb 08, 2024

BUY
$21.83 - $23.53 $337,731 - $364,032
15,471 New
15,471 $363,000

Others Institutions Holding BSMT

About INVESCO BULLETSHARES 2029 MUNI


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

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, 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 Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.