Cornerstone Wealth Management, LLC Invesco Bulletshares 2027 Muni Transaction History

Cornerstone Wealth Management, LLC

  • $1.73 Billion
  • Q3 2025

A detailed history of Cornerstone Wealth Management, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 65,506 shares of BSMR stock, worth $1.55 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
65,506
Previous 58,267 12.42%
Holding current value
$1.55 Million
Previous $1.37 Million 13.31%
% of portfolio
0.09%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$23.46 - $23.77 $169,826 - $172,071
7,239 Added 12.42%
65,506 $1.55 Million
Q2 2025

Aug 12, 2025
BUY
$23.03 - $23.64 $79,891 - $82,007
3,469 Added 6.33%
58,267 $1.37 Million
Q1 2025

Apr 18, 2025
BUY
$23.49 - $23.77 $106,456 - $107,725
4,532 Added 9.02%
54,798 $1.29 Million
Q4 2024

Jan 17, 2025
BUY
$23.55 - $23.9 $1.18 Million - $1.2 Million
50,266 New
50,266 $1.19 Million

Others Institutions Holding BSMR

# of Institutions
130
Shares Held
8.17M
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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