Accurate Wealth Management, LLC Invesco Bulletshares 2027 Muni Transaction History
Accurate Wealth Management, LLC
- $581 Million
- Q2 2025
A detailed history of Accurate Wealth Management, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 22,857 shares of BSMR stock, worth $537,825. This represents 0.09% of its overall portfolio holdings.
Number of Shares
22,857Holding current value
$537,825% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding BSMR
# of Institutions
121Shares Held
7.1MCall 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$10.4 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC339KShares$7.97 Million0.0% of portfolio
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Key F Inancial Inc284KShares$6.68 Million1.47% of portfolio
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Atlantic Union Bankshares Corp279KShares$6.57 Million0.43% of portfolio