Precedent Wealth Partners, LLC Invesco Bulletshares 2029 Muni Transaction History

Precedent Wealth Partners, LLC

  • $306 Billion
  • Q4 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 72,934 shares of BSMT stock, worth $1.67 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
72,934
Previous 70,220 3.86%
Holding current value
$1.67 Million
Previous $1.63 Billion 2.39%
% of portfolio
0.55%
Previous 0.54%

Shares

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

Jan 21, 2025
BUY
$22.83 - $23.36 $61,960 - $63,399
2,714 Added 3.86%
72,934 $1.67 Billion
Q3 2024

Oct 17, 2024
BUY
$22.87 - $23.34 $266,275 - $271,747
11,643 Added 19.88%
70,220 $1.63 Billion
Q2 2024

Jul 23, 2024
BUY
$22.73 - $23.17 $191,977 - $195,693
8,446 Added 16.85%
58,577 $1.34 Billion
Q1 2024

Apr 23, 2024
BUY
$23.21 - $23.53 $257,166 - $260,712
11,080 Added 28.37%
50,131 $1.17 Billion
Q4 2023

Jan 18, 2024
BUY
$21.83 - $23.53 $852,483 - $918,870
39,051 New
39,051 $918 Million

Others Institutions Holding BSMT

# of Institutions
73
Shares Held
4.23M
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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