Marietta Wealth Management, LLC Invesco Bulletshares 2028 Muni Transaction History

Marietta Wealth Management, LLC

  • $762 Million
  • Q3 2025

A detailed history of Marietta Wealth Management, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 30,469 shares of BSMS stock, worth $714,802. This represents 0.09% of its overall portfolio holdings.

Number of Shares
30,469
Previous 21,583 41.17%
Holding current value
$714,802
Previous $500,000 42.6%
% of portfolio
0.09%
Previous 0.07%

Shares

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

Oct 20, 2025
BUY
$23.12 - $23.59 $205,444 - $209,620
8,886 Added 41.17%
30,469 $713,000
Q2 2025

Jul 22, 2025
BUY
$22.66 - $23.35 $489,070 - $503,963
21,583 New
21,583 $500,000

Others Institutions Holding BSMS

# of Institutions
113
Shares Held
6.61M
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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