Cornerstone Wealth Management, LLC Invesco Bulletshares 2024 Muni Transaction History

Cornerstone Wealth Management, LLC

  • $1.39 Billion
  • Q3 2024

A detailed history of Cornerstone Wealth Management, LLC transactions in Invesco Bulletshares 2024 Muni stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 38,067 shares of BSMO stock, worth $947,106. This represents 0.07% of its overall portfolio holdings.

Number of Shares
38,067
Previous 38,060 0.02%
Holding current value
$947,106
Previous $944,000 -0.0%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 16, 2024
BUY
$24.78 - $24.91 $173 - $174
7 Added 0.02%
38,067 $944,000
Q2 2024

Jul 16, 2024
BUY
$24.74 - $24.86 $48,465 - $48,700
1,959 Added 5.43%
38,060 $944,000
Q1 2024

Apr 19, 2024
SELL
$24.74 - $24.95 $74,813 - $75,448
-3,024 Reduced 7.73%
36,101 $894,000
Q4 2023

Jan 10, 2024
BUY
$24.58 - $24.93 $8,897 - $9,024
362 Added 0.93%
39,125 $974,000
Q3 2023

Nov 06, 2023
BUY
$24.62 - $24.86 $56,281 - $56,829
2,286 Added 6.27%
38,763 $955,000
Q2 2023

Jul 14, 2023
BUY
$24.56 - $24.94 $42,292 - $42,946
1,722 Added 4.95%
36,477 $903,000
Q1 2023

May 15, 2023
BUY
$24.66 - $24.97 $224,825 - $227,651
9,117 Added 35.56%
34,755 $865,000
Q3 2022

Oct 14, 2022
SELL
$24.38 - $25.14 $198,989 - $205,192
-8,162 Reduced 24.15%
25,638 $625,000
Q2 2022

Aug 04, 2022
BUY
$24.61 - $24.98 $439,288 - $445,893
17,850 Added 111.91%
33,800 $841,000
Q4 2021

Feb 14, 2022
BUY
$25.7 - $25.79 $409,915 - $411,350
15,950 New
15,950 $410,000

Others Institutions Holding BSMO

# of Institutions
114
Shares Held
5.14M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2024 MUNI

BSMO Quotes by TradingView
  • Ticker BSMO
  • Sector ETFs
  • Industry ETFs
More about BSMO
Track This Portfolio

Track Cornerstone Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email