Beaumont Financial Partners, LLC Invesco Bulletshares 2027 Muni Transaction History
Beaumont Financial Partners, LLC
- $1.04 Billion
- Q3 2022
Shares
8 transactions
Others Institutions Holding BSMR
# of Institutions
94Shares Held
5.03MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY476KShares$11.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA282KShares$6.68 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$5.76 Million0.08% of portfolio