Asset Dedication, LLC Invesco Bulletshares 2027 Muni Transaction History
Asset Dedication, LLC
- $1.43 Billion
- Q2 2024
A detailed history of Asset Dedication, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Asset Dedication, LLC holds 70,619 shares of BSMR stock, worth $1.67 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
70,619
Previous 69,092
2.21%
Holding current value
$1.67 Million
Previous $1.64 Million
1.28%
% of portfolio
0.12%
Previous 0.12%
Shares
16 transactions
Others Institutions Holding BSMR
# of Institutions
83Shares Held
4.44MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY503KShares$11.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC309KShares$7.32 Million0.0% of portfolio
-
Confluence Investment Management LLC258KShares$6.13 Million0.09% of portfolio
-
Key F Inancial Inc252KShares$5.97 Million1.43% of portfolio
-
Jane Street Group, LLC New York, NY246KShares$5.84 Million0.01% of portfolio