Paulson Wealth Management Inc. Invesco Bulletshares 2028 Muni Transaction History

Paulson Wealth Management Inc.

  • $364 Million
  • Q4 2024

A detailed history of Paulson Wealth Management Inc. transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 26,719 shares of BSMS stock, worth $622,819. This represents 0.17% of its overall portfolio holdings.

Number of Shares
26,719
Previous 17,856 49.64%
Holding current value
$622,819
Previous $421,000 47.98%
% of portfolio
0.17%
Previous 0.11%

Shares

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

Feb 13, 2025
BUY
$23.26 - $23.6 $206,153 - $209,166
8,863 Added 49.64%
26,719 $623,000
Q3 2024

Nov 05, 2024
BUY
$23.15 - $23.58 $149,896 - $152,680
6,475 Added 56.89%
17,856 $421,000
Q2 2024

Jul 25, 2024
BUY
$23.05 - $23.43 $262,332 - $266,656
11,381 New
11,381 $264,000

Others Institutions Holding BSMS

# of Institutions
92
Shares Held
3.99M
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
Track This Portfolio

Track Paulson Wealth Management Inc. Portfolio

Follow Paulson Wealth Management Inc. 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 Paulson Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Paulson Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email