Creative Financial Designs Inc Invesco Bulletshares 2028 Muni Transaction History

Creative Financial Designs Inc

$1.21 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$23.26 - $23.6 $139 - $141	6 Added 0.7%	862 $20,000
Q3 2024 Oct 28, 2024	BUY	$23.15 - $23.58 $19,816 - $20,184	856 New	856 $20,000

Others Institutions Holding BSMS

# of Institutions

95

Shares Held

4.08M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

290K
Shares

$6.59 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

254K
Shares

$5.78 Million
0.0% of portfolio
Morgan Stanley New York, NY

204K
Shares

$4.63 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

195K
Shares

$4.44 Million
0.01% of portfolio
Central Valley Advisors, LLC Sacramento, CA

188K
Shares

$4.27 Million
1.65% of portfolio

About INVESCO BULLETSHARES 2028 MUNI

Ticker BSMS
Sector ETFs
Industry ETFs

More about BSMS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Financial Designs Inc , based on Form 13F filings with the SEC.

News

Stay updated on Creative Financial Designs Inc with notifications on news.