Horizons Wealth Management Invesco Bulletshares 2028 Muni Transaction History

Horizons Wealth Management

  • $131 Million
  • Q4 2024

A detailed history of Horizons Wealth Management transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Horizons Wealth Management holds 19,437 shares of BSMS stock, worth $451,327. This represents 0.35% of its overall portfolio holdings.

Number of Shares
19,437
Previous 18,892 2.88%
Holding current value
$451,327
Previous $445,000 1.8%
% of portfolio
0.35%
Previous 0.34%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 06, 2025
BUY
$23.26 - $23.6 $12,676 - $12,862
545 Added 2.88%
19,437 $453,000
Q2 2024

Jul 22, 2024
SELL
$23.05 - $23.43 $622 - $632
-27 Reduced 0.14%
18,892 $438,000
Q4 2023

Jan 05, 2024
BUY
$22.32 - $23.75 $26,694 - $28,405
1,196 Added 6.75%
18,919 $449,000
Q3 2023

Oct 12, 2023
BUY
$22.53 - $23.52 $71,037 - $74,158
3,153 Added 21.64%
17,723 $399,000
Q2 2023

Jul 03, 2023
BUY
$23.08 - $23.89 $56,476 - $58,458
2,447 Added 20.18%
14,570 $340,000
Q1 2023

Apr 06, 2023
BUY
$23.18 - $23.92 $55,214 - $56,977
2,382 Added 24.45%
12,123 $286,000
Q4 2022

Jan 03, 2023
BUY
$22.2 - $23.45 $166,833 - $176,226
7,515 Added 337.6%
9,741 $226,000
Q2 2022

Aug 19, 2022
BUY
$22.8 - $24.25 $50,752 - $53,980
2,226 New
2,226 $53,000

Others Institutions Holding BSMS

# of Institutions
74
Shares Held
3.33M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2028 MUNI

BSMS Quotes by TradingView
  • Ticker BSMS
  • Sector ETFs
  • Industry ETFs
More about BSMS
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