MB, LEVIS & ASSOCIATES, LLC BSMY Holdings History
MB, LEVIS & ASSOCIATES, LLC's Invesco BulletShares 2034 Municipal Bond ETF Holding Summary
As of 2025-03-31, MB, LEVIS & ASSOCIATES, LLC held 48,542.00 shares of Invesco BulletShares 2034 Municipal Bond ETF(BSMY), totaling $1.17 Mil. This investment constitutes 0.54% of their stock portfolio, and MB, LEVIS & ASSOCIATES, LLC now holds 4.41% of the outstanding Invesco BulletShares 2034 Municipal Bond ETF(BSMY) stock.
The initial trade took place in 2025Q1. And since then MB, LEVIS & ASSOCIATES, LLC has made 1 purchases of BSMY, at an average price of $24.48, for a total of 48,542.00 shares. Based on historical transaction data and BSMY's current price of $23.71, MB, LEVIS & ASSOCIATES, LLC's estimated gain on his BSMY holdings is $-37,421.03, reflecting a -3.15% gain to date.
MB, LEVIS & ASSOCIATES, LLC BSMY ($23.71) Holding Chart
MB, LEVIS & ASSOCIATES, LLC BSMY ($23.71) 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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