Accurate Wealth Management, LLC Invesco Bulletshares 2029 Muni Transaction History
Accurate Wealth Management, LLC
- $663 Million
- Q3 2025
A detailed history of Accurate Wealth Management, LLC transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 9,966 shares of BSMT stock, worth $230,015. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,966Holding current value
$230,015% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding BSMT
# of Institutions
105Shares Held
6.54MCall Options Held
0Put Options Held
0-
Hills Bank & Trust CO571KShares$13.2 Million0.82% of portfolio
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Wells Fargo & Company San Francisco, CA552KShares$12.7 Million0.0% of portfolio
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Kathmere Capital Management, LLC Wayne, PA278KShares$6.42 Million0.48% of portfolio
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Lpl Financial LLC Fort Mill, SC248KShares$5.72 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC241KShares$5.56 Million0.0% of portfolio