Capital Advisory Group Advisory Services, LLC Invesco Bulletshares 2024 Muni Transaction History

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$25.7 - $25.79 $12,850 - $12,895	-500 Closed	0 $0
Q2 2021 Nov 12, 2021	BUY	$25.73 - $25.83 $12,865 - $12,915	500 New	500 $13,000

Others Institutions Holding BSMO

# of Institutions

114

Shares Held

5.14M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

387K
Shares

$9.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

347K
Shares

$8.61 Million
0.0% of portfolio
Lido Advisors, LLC Los Angeles, CA

341K
Shares

$8.47 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

258K
Shares

$6.4 Million
0.0% of portfolio
Invesco Ltd. Atlanta, GA

232K
Shares

$5.76 Million
0.0% of portfolio

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About INVESCO BULLETSHARES 2024 MUNI

Ticker BSMO
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