Accurate Wealth Management, LLC Invesco Bulletshares 2028 Muni Transaction History
Accurate Wealth Management, LLC
- $663 Million
- Q3 2025
A detailed history of Accurate Wealth Management, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 9,741 shares of BSMS stock, worth $228,523. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,741Holding current value
$228,523% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding BSMS
# of Institutions
109Shares Held
5.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC377KShares$8.85 Million0.0% of portfolio
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Commonwealth Equity Services, LLC264KShares$6.19 Million0.01% of portfolio
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Morgan Stanley New York, NY260KShares$6.09 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA256KShares$6 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC240KShares$5.63 Million0.0% of portfolio