Precedent Wealth Partners, LLC Invesco Bulletshares 2025 Muni Call Options Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BSMP
# of Institutions
123Shares Held
6.79MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA630KShares$15.4 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC366KShares$8.95 Million0.0% of portfolio
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Cwm, LLC332KShares$8.13 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC316KShares$7.74 Million0.0% of portfolio
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Commonwealth Equity Services, LLC292KShares$7.14 Million0.01% of portfolio