Accurate Wealth Management, LLC Invesco Bulletshares 2029 Muni Call Options Transaction History
Accurate Wealth Management, LLC
- $663 Million
 - Q3 2025
 
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding BSMT
# of Institutions
102Shares Held
6.26MCall Options Held
0Put Options Held
0- 
    
      Hills Bank & Trust CO611KShares$14.2 Million0.92% of portfolio
 - 
    
      Wells Fargo & Company San Francisco, CA495KShares$11.5 Million0.0% of portfolio
 - 
    
      Kathmere Capital Management, LLC Wayne, PA278KShares$6.44 Million0.48% of portfolio
 - 
    
      Bank Of America Corp Charlotte, NC235KShares$5.45 Million0.0% of portfolio
 - 
    
      Invesco Ltd. Atlanta, GA217KShares$5.03 Million0.0% of portfolio