Beacon Harbor Wealth Advisors, Inc. Invesco Bulletshares 2028 Muni Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $422 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding BSMS
# of Institutions
98Shares Held
4.84MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC342KShares$7.92 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA240KShares$5.56 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC215KShares$4.98 Million0.0% of portfolio
-
Morgan Stanley New York, NY215KShares$4.97 Million0.0% of portfolio
-
Invesco Ltd. Atlanta, GA208KShares$4.82 Million0.0% of portfolio