Vest Gen Advisors, LLC Invesco Bulletshares 2027 Muni Call Options Transaction History
Vest Gen Advisors, LLC
- $2.2 Trillion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BSMR
# of Institutions
118Shares Held
7.09MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY541KShares$12.7 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA441KShares$10.3 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC339KShares$7.94 Million0.0% of portfolio
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Key F Inancial Inc284KShares$6.65 Million1.47% of portfolio
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Atlantic Union Bankshares Corp279KShares$6.54 Million0.43% of portfolio