Duncan Williams Asset Management, LLC Invesco Bulletshares 2028 Muni Transaction History
Duncan Williams Asset Management, LLC
- $428 Billion
- Q2 2025
A detailed history of Duncan Williams Asset Management, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Duncan Williams Asset Management, LLC holds 15,376 shares of BSMS stock, worth $358,260. This represents 0.08% of its overall portfolio holdings.
Number of Shares
15,376Holding current value
$358,260% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding BSMS
# of Institutions
104Shares Held
5.23MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC377KShares$8.79 Million0.0% of portfolio
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Kathmere Capital Management, LLC Wayne, PA252KShares$5.86 Million0.48% of portfolio
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Commonwealth Equity Services, LLC248KShares$5.79 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA240KShares$5.6 Million0.0% of portfolio
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Invesco Ltd. Atlanta, GA215KShares$5.01 Million0.0% of portfolio