Stifel Financial Corp Invesco Bulletshares 2028 Muni Transaction History

Stifel Financial Corp

$93.7 Billion
Q4 2024

A detailed history of Stifel Financial Corp transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Stifel Financial Corp holds 50,433 shares of BSMS stock, worth $1.19 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

50,433

Previous 55,780 9.59%

Holding current value

$1.19 Million

Previous $1.32 Million 10.57%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$23.26 - $23.6 $124,371 - $126,189	-5,347 Reduced 9.59%	50,433 $1.18 Million
Q3 2024 Nov 14, 2024	BUY	$23.15 - $23.58 $1.03 Million - $1.04 Million	44,278 Added 384.96%	55,780 $1.32 Million
Q2 2024 Aug 13, 2024	SELL	$23.05 - $23.43 $72,791 - $73,991	-3,158 Reduced 21.54%	11,502 $267,000
Q1 2024 May 13, 2024	BUY	$23.45 - $23.75 $4,455 - $4,512	190 Added 1.31%	14,660 $344,000
Q4 2023 Feb 12, 2024	SELL	$22.32 - $23.75 $2,276 - $2,422	-102 Reduced 0.7%	14,470 $343,000
Q3 2023 Nov 13, 2023	SELL	$22.53 - $23.52 $8,831 - $9,219	-392 Reduced 2.62%	14,572 $328,000
Q2 2023 Aug 14, 2023	BUY	$23.08 - $23.89 $19,802 - $20,497	858 Added 6.08%	14,964 $349,000
Q1 2023 May 12, 2023	SELL	$23.18 - $23.92 $1,298 - $1,339	-56 Reduced 0.4%	14,106 $333,000
Q4 2022 Feb 13, 2023	BUY	$22.2 - $23.45 $314,396 - $332,098	14,162 New	14,162 $328,000

Others Institutions Holding BSMS

# of Institutions

Shares Held

3.95M

Call Options Held

Put Options Held

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About INVESCO BULLETSHARES 2028 MUNI

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Stifel Financial Corp Invesco Bulletshares 2028 Muni Transaction History