Collier Financial Invesco Bulletshares 2027 Muni Transaction History

Collier Financial

$112 Billion
Q4 2024

A detailed history of Collier Financial transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Collier Financial holds 13,923 shares of BSMR stock, worth $329,139. This represents 0.29% of its overall portfolio holdings.

Number of Shares

13,923

Holding current value

$329,139

% of portfolio

0.29%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$23.55 - $23.9 $327,886 - $332,759	13,923 New	13,923 $329 Million

Others Institutions Holding BSMR

# of Institutions

103

Shares Held

5.26M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

476K
Shares

$11.3 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

282K
Shares

$6.67 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

280K
Shares

$6.63 Million
0.0% of portfolio
Key F Inancial Inc

273K
Shares

$6.46 Million
1.45% of portfolio
Confluence Investment Management LLC

241K
Shares

$5.69 Million
0.08% of portfolio

View Full List

About INVESCO BULLETSHARES 2027 MUNI

Ticker BSMR
Sector ETFs
Industry ETFs

More about BSMR

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