Beacon Harbor Wealth Advisors, Inc. Invesco Bulletshares 2026 Muni Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $387 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding BSMQ
# of Institutions
153Shares Held
8.12MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA641KShares$15.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC501KShares$11.8 Million0.0% of portfolio
-
Morgan Stanley New York, NY463KShares$10.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC341KShares$8.05 Million0.0% of portfolio
-
Truist Financial Corp299KShares$7.06 Million0.01% of portfolio