Marietta Wealth Management, LLC Invesco Bulletshares 2029 Muni Transaction History

Marietta Wealth Management, LLC

  • $762 Million
  • Q3 2025

A detailed history of Marietta Wealth Management, LLC transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 30,959 shares of BSMT stock, worth $714,533. This represents 0.09% of its overall portfolio holdings.

Number of Shares
30,959
Previous 22,085 40.18%
Holding current value
$714,533
Previous $501,000 42.71%
% 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
$22.71 - $23.24 $201,528 - $206,231
8,874 Added 40.18%
30,959 $715,000
Q2 2025

Jul 22, 2025
BUY
$22.22 - $22.92 $490,728 - $506,188
22,085 New
22,085 $501,000

Others Institutions Holding BSMT

# of Institutions
106
Shares Held
6.61M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2029 MUNI

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