Legacy Private Trust Co. Invesco Bulletshares 2027 Muni Transaction History

Legacy Private Trust Co.

  • $1.66 Billion
  • Q4 2025

A detailed history of Legacy Private Trust Co. transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Legacy Private Trust Co. holds 33,008 shares of BSMR stock, worth $781,299. This represents 0.05% of its overall portfolio holdings.

Number of Shares
33,008
Previous 20,365 62.08%
Holding current value
$781,299
Previous $483,000 61.7%
% of portfolio
0.05%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$23.58 - $23.73 $298,121 - $300,018
12,643 Added 62.08%
33,008 $781,000
Q3 2025

Oct 08, 2025
BUY
$23.46 - $23.77 $215,597 - $218,446
9,190 Added 82.24%
20,365 $483,000
Q2 2025

Jul 08, 2025
BUY
$23.03 - $23.64 $257,360 - $264,177
11,175 New
11,175 $262,000

Others Institutions Holding BSMR

# of Institutions
129
Shares Held
8.21M
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
Track This Portfolio

Track Legacy Private Trust Co. Portfolio

Follow Legacy Private Trust Co. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Private Trust Co., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Private Trust Co. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email