MB, LEVIS & ASSOCIATES, LLC BSMV Holdings History
MB, LEVIS & ASSOCIATES, LLC's Invesco BulletShares 2031 Municipal Bond ETF Holding Summary
As of 2025-03-31, MB, LEVIS & ASSOCIATES, LLC held 62,059.00 shares of Invesco BulletShares 2031 Municipal Bond ETF(BSMV), totaling $1.29 Mil. This investment constitutes 0.6% of their stock portfolio, and MB, LEVIS & ASSOCIATES, LLC now holds 1.29% of the outstanding Invesco BulletShares 2031 Municipal Bond ETF(BSMV) stock.
The initial trade took place in 2025Q1. And since then MB, LEVIS & ASSOCIATES, LLC has made 1 purchases of BSMV, at an average price of $20.92, for a total of 62,059.00 shares. Based on historical transaction data and BSMV's current price of $20.67, MB, LEVIS & ASSOCIATES, LLC's estimated gain on his BSMV holdings is $-15,825.05, reflecting a -1.22% gain to date.
MB, LEVIS & ASSOCIATES, LLC BSMV ($20.67) Holding Chart
MB, LEVIS & ASSOCIATES, LLC BSMV ($20.67) 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 % | |||
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