Kestra Advisory Services, LLC Invesco Bulletshares 2027 Muni Transaction History

Kestra Advisory Services, LLC

  • $17.2 Billion
  • Q4 2024

A detailed history of Kestra Advisory Services, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 39,962 shares of BSMR stock, worth $948,697. This represents 0.01% of its overall portfolio holdings.

Number of Shares
39,962
Previous 60,785 34.26%
Holding current value
$948,697
Previous $1.44 Million 34.51%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 10, 2025
SELL
$23.55 - $23.9 $490,381 - $497,669
-20,823 Reduced 34.26%
39,962 $943,000
Q3 2024

Nov 13, 2024
BUY
$23.41 - $23.78 $45,509 - $46,228
1,944 Added 3.3%
60,785 $1.44 Million
Q2 2024

Aug 14, 2024
BUY
$23.32 - $23.62 $486,968 - $493,232
20,882 Added 55.01%
58,841 $1.38 Million
Q1 2024

May 15, 2024
SELL
$23.62 - $23.88 $47,428 - $47,951
-2,008 Reduced 5.02%
37,959 $898,000
Q4 2023

Feb 14, 2024
BUY
$22.68 - $23.9 $906,451 - $955,211
39,967 New
39,967 $955,000

Others Institutions Holding BSMR

# of Institutions
112
Shares Held
5.87M
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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