Beacon Pointe Advisors, LLC Invesco Bulletshares 2027 Muni Transaction History
Beacon Pointe Advisors, LLC
- $8.55 Billion
- Q3 2024
A detailed history of Beacon Pointe Advisors, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 14,316 shares of BSMR stock, worth $339,289. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14,316
Previous 15,381
6.92%
Holding current value
$339,289
Previous $361,000
6.09%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding BSMR
# of Institutions
93Shares Held
4.85MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY476KShares$11.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA282KShares$6.69 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC280KShares$6.64 Million0.0% of portfolio
-
Key F Inancial Inc273KShares$6.47 Million1.45% of portfolio
-
Confluence Investment Management LLC243KShares$5.77 Million0.08% of portfolio