Asset Dedication, LLC Invesco Bulletshares 2028 Muni Transaction History
Asset Dedication, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Asset Dedication, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Asset Dedication, LLC holds 76,834 shares of BSMS stock, worth $1.8 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
76,834
Previous 64,227
19.63%
Holding current value
$1.8 Million
Previous $1.51 Million
18.36%
% of portfolio
0.14%
Previous 0.1%
Shares
18 transactions
Others Institutions Holding BSMS
# of Institutions
84Shares Held
3.52MCall Options Held
0Put Options Held
0-
Confluence Investment Management LLC268KShares$6.27 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC253KShares$5.92 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA213KShares$4.98 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC194KShares$4.54 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA191KShares$4.48 Million0.0% of portfolio