Precedent Wealth Partners, LLC Invesco Bulletshares 2025 Muni Transaction History
Precedent Wealth Partners, LLC
- $248 Billion
- Q2 2024
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 52,926 shares of BSMP stock, worth $1.29 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
52,926
Previous 44,964
17.71%
Holding current value
$1.29 Million
Previous $1.09 Billion
17.47%
% of portfolio
0.52%
Previous 0.47%
Shares
3 transactions
Others Institutions Holding BSMP
# of Institutions
119Shares Held
6.76MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA570KShares$13.9 Million0.0% of portfolio
-
Cwm, LLC337KShares$8.25 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC314KShares$7.69 Million0.0% of portfolio
-
Jane Street Group, LLC New York, NY293KShares$7.16 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC290KShares$7.09 Million0.01% of portfolio