Wealth Enhancement Advisory Services, LLC Invesco Bulletshares 2027 Muni Transaction History

Wealth Enhancement Advisory Services, LLC

  • $65.4 Billion
  • Q4 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 9,622 shares of BSMR stock, worth $227,752. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,622
Previous 8,857 8.64%
Holding current value
$227,752
Previous $209,000 8.61%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$23.58 - $23.73 $18,038 - $18,153
765 Added 8.64%
9,622 $227,000
Q3 2025

Oct 29, 2025
SELL
$23.46 - $23.77 $153,569 - $155,598
-6,546 Reduced 42.5%
8,857 $209,000
Q2 2025

Jul 10, 2025
BUY
$23.03 - $23.64 $713 - $732
31 Added 0.2%
15,403 $361,000
Q1 2025

Apr 16, 2025
BUY
$23.49 - $23.77 $34,976 - $35,393
1,489 Added 10.73%
15,372 $361,000
Q4 2024

Mar 17, 2025
BUY
$23.55 - $23.9 $9,208 - $9,344
391 Added 2.9%
13,883 $327,000
Q4 2024

Jan 10, 2025
BUY
$23.55 - $23.9 $317,736 - $322,458
13,492 New
13,492 $318,000

Others Institutions Holding BSMR

# of Institutions
130
Shares Held
8.21M
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
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email