Warren Averett Asset Management, LLC Invesco Bulletshares 2027 Muni Transaction History

Warren Averett Asset Management, LLC

  • $9.72 Billion
  • Q3 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 14,584 shares of BSMR stock, worth $345,203. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,584
Previous 10,984 32.77%
Holding current value
$345,203
Previous $257,000 34.24%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$23.46 - $23.77 $84,456 - $85,572
3,600 Added 32.77%
14,584 $345,000
Q2 2025

Aug 14, 2025
BUY
$23.03 - $23.64 $15,913 - $16,335
691 Added 6.71%
10,984 $257,000
Q1 2025

May 15, 2025
BUY
$23.49 - $23.77 $241,782 - $244,664
10,293 New
10,293 $242,000

Others Institutions Holding BSMR

# of Institutions
130
Shares Held
8.17M
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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