Precedent Wealth Partners, LLC Invesco Bulletshares 2027 Muni Transaction History

Precedent Wealth Partners, LLC

  • $360 Billion
  • Q1 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 115,196 shares of BSMR stock, worth $2.68 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
115,196
Previous 72,483 58.93%
Holding current value
$2.68 Million
Previous $1.71 Billion 58.59%
% of portfolio
0.75%
Previous 0.56%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$23.49 - $23.77 $1 Million - $1.02 Million
42,713 Added 58.93%
115,196 $2.71 Billion
Q4 2024

Jan 21, 2025
BUY
$23.55 - $23.9 $62,360 - $63,287
2,648 Added 3.79%
72,483 $1.71 Billion
Q3 2024

Oct 17, 2024
BUY
$23.41 - $23.78 $278,789 - $283,196
11,909 Added 20.56%
69,835 $1.66 Billion
Q2 2024

Jul 23, 2024
BUY
$23.32 - $23.62 $216,619 - $219,406
9,289 Added 19.1%
57,926 $1.36 Billion
Q1 2024

Apr 23, 2024
BUY
$23.62 - $23.88 $236,696 - $239,301
10,021 Added 25.95%
48,637 $1.15 Billion
Q4 2023

Jan 18, 2024
BUY
$22.68 - $23.9 $875,810 - $922,922
38,616 New
38,616 $923 Million

Others Institutions Holding BSMR

# of Institutions
114
Shares Held
6.19M
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
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