MB, LEVIS & ASSOCIATES, LLC BSMU Holdings History
MB, LEVIS & ASSOCIATES, LLC's Invesco BulletShares 2030 Municipal Bond ETF Holding Summary
As of 2025-03-31, MB, LEVIS & ASSOCIATES, LLC held 60,768.00 shares of Invesco BulletShares 2030 Municipal Bond ETF(BSMU), totaling $1.31 Mil. This investment constitutes 0.61% of their stock portfolio, and MB, LEVIS & ASSOCIATES, LLC now holds 0.81% of the outstanding Invesco BulletShares 2030 Municipal Bond ETF(BSMU) stock.
The initial trade took place in 2025Q1. And since then MB, LEVIS & ASSOCIATES, LLC has made 1 purchases of BSMU, at an average price of $21.81, for a total of 60,768.00 shares. Based on historical transaction data and BSMU's current price of $21.59, MB, LEVIS & ASSOCIATES, LLC's estimated gain on his BSMU holdings is $-13,672.80, reflecting a -1.03% gain to date.
MB, LEVIS & ASSOCIATES, LLC BSMU ($21.59) Holding Chart
MB, LEVIS & ASSOCIATES, LLC BSMU ($21.59) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
