Wealth Bridge Capital Management, LLC Invesco Bulletshares 2029 Muni Transaction History

Wealth Bridge Capital Management, LLC

  • $414 Million
  • Q3 2025

A detailed history of Wealth Bridge Capital Management, LLC transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 13,079 shares of BSMT stock, worth $301,863. This represents 0.07% of its overall portfolio holdings.

Number of Shares
13,079
Previous 12,837 1.89%
Holding current value
$301,863
Previous $291,000 3.78%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Nov 07, 2025
BUY
$22.71 - $23.24 $5,495 - $5,624
242 Added 1.89%
13,079 $302,000
Q2 2025

Aug 12, 2025
BUY
$22.22 - $22.92 $15,109 - $15,585
680 Added 5.59%
12,837 $291,000
Q1 2025

Apr 24, 2025
BUY
$22.66 - $23.19 $9,335 - $9,554
412 Added 3.51%
12,157 $276,000
Q4 2024

Feb 03, 2025
BUY
$22.83 - $23.36 $29,176 - $29,854
1,278 Added 12.21%
11,745 $269,000
Q3 2024

Oct 07, 2024
BUY
$22.87 - $23.34 $239,380 - $244,299
10,467 New
10,467 $243,000

Others Institutions Holding BSMT

# of Institutions
106
Shares Held
6.61M
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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