Steward Partners Investment Advisory, LLC Invesco Bulletshares 2029 Muni Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 14,948 shares of BSMT stock, worth $342,458. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,948
Previous 19,181 22.07%
Holding current value
$342,458
Previous $439,000 20.96%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$22.87 - $23.34 $96,808 - $98,798
-4,233 Reduced 22.07%
14,948 $347,000
Q2 2024

Aug 08, 2024
BUY
$22.73 - $23.17 $284,170 - $289,671
12,502 Added 187.18%
19,181 $439,000
Q1 2024

May 15, 2024
BUY
$23.21 - $23.53 $138,772 - $140,685
5,979 Added 854.14%
6,679 $155,000
Q3 2021

Nov 12, 2021
SELL
$25.92 - $26.49 $9,642 - $9,854
-372 Reduced 34.7%
700 $18,000
Q1 2021

May 14, 2021
BUY
$25.44 - $26.37 $27,271 - $28,268
1,072 New
1,072 $27,000

Others Institutions Holding BSMT

# of Institutions
69
Shares Held
3.68M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2029 MUNI

BSMT Quotes by TradingView
  • Ticker BSMT
  • Sector ETFs
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