Levy Wealth Management Group, LLC Invesco Bulletshares 2024 Muni Transaction History

Levy Wealth Management Group, LLC

  • $390 Million
  • Q2 2024

A detailed history of Levy Wealth Management Group, LLC transactions in Invesco Bulletshares 2024 Muni stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 10,497 shares of BSMO stock, worth $261,165. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,497
Previous 12,497 16.0%
Holding current value
$261,165
Previous $309,000 15.86%
% of portfolio
0.07%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
SELL
$24.74 - $24.86 $49,480 - $49,720
-2,000 Reduced 16.0%
10,497 $260,000
Q1 2023

May 04, 2023
BUY
$24.66 - $24.97 $308,176 - $312,050
12,497 New
12,497 $311,000

Others Institutions Holding BSMO

# of Institutions
114
Shares Held
5.14M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2024 MUNI

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