Precedent Wealth Partners, LLC Invesco Bulletshares 2028 Muni Transaction History
Precedent Wealth Partners, LLC
- $248 Billion
- Q2 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 58,849 shares of BSMS stock, worth $1.39 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
58,849
Previous 49,431
19.05%
Holding current value
$1.39 Million
Previous $1.16 Billion
17.79%
% of portfolio
0.55%
Previous 0.5%
Shares
3 transactions
Others Institutions Holding BSMS
# of Institutions
63Shares Held
2.93MCall Options Held
0Put Options Held
0-
Confluence Investment Management LLC286KShares$6.76 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC214KShares$5.05 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC212KShares$5 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA209KShares$4.94 Million0.0% of portfolio
-
Morgan Stanley New York, NY203KShares$4.79 Million0.0% of portfolio