Precedent Wealth Partners, LLC Invesco Bulletshares 2025 Muni Transaction History
Precedent Wealth Partners, LLC
- $360 Billion
- Q1 2025
A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Bulletshares 2025 Muni stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 83,529 shares of BSMP stock, worth $2.04 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
83,529
Previous 66,277
26.03%
Holding current value
$2.04 Million
Previous $1.62 Billion
25.88%
% of portfolio
0.57%
Previous 0.53%
Shares
6 transactions
Others Institutions Holding BSMP
# of Institutions
139Shares Held
7.85MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA683KShares$16.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC382KShares$9.35 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC334KShares$8.17 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC279KShares$6.81 Million0.01% of portfolio
-
Cwm, LLC278KShares$6.8 Million0.03% of portfolio