Aa Financial Advisors, LLC Invesco Bulletshares 2028 Muni Transaction History
Aa Financial Advisors, LLC
- $464 Billion
- Q2 2025
A detailed history of Aa Financial Advisors, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Aa Financial Advisors, LLC holds 14,256 shares of BSMS stock, worth $333,732. This represents 0.07% of its overall portfolio holdings.
Number of Shares
14,256
Previous 11,605
22.84%
Holding current value
$333,732
Previous $269 Million
23.13%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding BSMS
# of Institutions
106Shares Held
5.46MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC377KShares$8.84 Million0.0% of portfolio
-
Morgan Stanley New York, NY260KShares$6.08 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA256KShares$5.99 Million0.0% of portfolio
-
Kathmere Capital Management, LLC Wayne, PA252KShares$5.89 Million0.48% of portfolio
-
Commonwealth Equity Services, LLC248KShares$5.82 Million0.01% of portfolio