Addison Advisors LLC Invesco Bulletshares 2028 Muni Transaction History
Addison Advisors LLC
- $336 Million
- Q4 2024
A detailed history of Addison Advisors LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Addison Advisors LLC holds 23,550 shares of BSMS stock, worth $540,237. This represents 0.16% of its overall portfolio holdings.
Number of Shares
23,550
Previous 24,705
4.68%
Holding current value
$540,237
Previous $582,000
5.67%
% of portfolio
0.16%
Previous 0.17%
Shares
7 transactions
Others Institutions Holding BSMS
# of Institutions
93Shares Held
4.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC290KShares$6.65 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA254KShares$5.83 Million0.0% of portfolio
-
Morgan Stanley New York, NY204KShares$4.67 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC195KShares$4.48 Million0.01% of portfolio
-
Central Valley Advisors, LLC Sacramento, CA188KShares$4.31 Million1.65% of portfolio