Precedent Wealth Partners, LLC Invesco Bulletshares 2026 Muni Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 65,964 shares of BSMQ stock, worth $1.56 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
65,964
Previous 54,021
22.11%
Holding current value
$1.56 Million
Previous $1.27 Billion
23.38%
% of portfolio
0.52%
Previous 0.51%
Shares
4 transactions
Others Institutions Holding BSMQ
# of Institutions
113Shares Held
5.86MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA549KShares$13 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC353KShares$8.33 Million0.0% of portfolio
-
Morgan Stanley New York, NY341KShares$8.06 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC303KShares$7.16 Million0.01% of portfolio
-
Truist Financial Corp302KShares$7.13 Million0.01% of portfolio