Vest Gen Advisors, LLC Invesco Bulletshares 2028 Muni Transaction History
Vest Gen Advisors, LLC
- $2.51 Trillion
- Q2 2025
A detailed history of Vest Gen Advisors, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 141,405 shares of BSMS stock, worth $3.29 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
141,405
Previous 137,512
2.83%
Holding current value
$3.29 Million
Previous $3.19 Billion
3.32%
% of portfolio
0.13%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding BSMS
# of Institutions
104Shares Held
5.24MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC377KShares$8.79 Million0.0% of portfolio
-
Kathmere Capital Management, LLC Wayne, PA252KShares$5.86 Million0.48% of portfolio
-
Commonwealth Equity Services, LLC248KShares$5.79 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA240KShares$5.6 Million0.0% of portfolio
-
Invesco Ltd. Atlanta, GA215KShares$5.01 Million0.0% of portfolio