Howard Wealth Management, LLC Invesco Bulletshares 2027 Muni Transaction History

Howard Wealth Management, LLC

  • $215 Million
  • Q3 2025

A detailed history of Howard Wealth Management, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Howard Wealth Management, LLC holds 15,440 shares of BSMR stock, worth $365,464. This represents 0.17% of its overall portfolio holdings.

Number of Shares
15,440
Previous 14,690 5.11%
Holding current value
$365,464
Previous $344,000 6.1%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Nov 03, 2025
BUY
$23.46 - $23.77 $17,595 - $17,827
750 Added 5.11%
15,440 $365,000
Q2 2025

Aug 11, 2025
BUY
$23.03 - $23.64 $47,787 - $49,053
2,075 Added 16.45%
14,690 $344,000
Q4 2024

Jan 30, 2025
BUY
$23.55 - $23.9 $45,804 - $46,485
1,945 Added 18.23%
12,615 $297,000
Q3 2024

Nov 08, 2024
BUY
$23.41 - $23.78 $249,784 - $253,732
10,670 New
10,670 $252,000

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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