Oceanside Advisors LLC Invesco Bulletshares 2027 Muni Transaction History
Oceanside Advisors LLC
- $124 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding BSMR
# of Institutions
74Shares Held
3.43MCall Options Held
0Put Options Held
0-
Confluence Investment Management LLC258KShares$6.1 Million0.09% of portfolio
-
Key F Inancial Inc252KShares$5.94 Million1.43% of portfolio
-
Morgan Stanley New York, NY227KShares$5.35 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA224KShares$5.3 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC203KShares$4.78 Million0.0% of portfolio