Bill Few Associates, Inc. Invesco Bulletshares 2027 Muni Transaction History
Bill Few Associates, Inc.
- $258 Million
- Q2 2024
A detailed history of Bill Few Associates, Inc. transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Bill Few Associates, Inc. holds 17,119 shares of BSMR stock, worth $404,693. This represents 0.16% of its overall portfolio holdings.
Number of Shares
17,119
Previous 12,859
33.13%
Holding current value
$404,693
Previous $304,000
31.91%
% of portfolio
0.16%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding BSMR
# of Institutions
76Shares Held
3.4MCall Options Held
0Put Options Held
0-
Confluence Investment Management LLC258KShares$6.11 Million0.09% of portfolio
-
Key F Inancial Inc246KShares$5.81 Million1.5% of portfolio
-
Morgan Stanley New York, NY227KShares$5.36 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA224KShares$5.31 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC203KShares$4.79 Million0.0% of portfolio