Captrust Financial Advisors Invesco Bulletshares 2028 Muni Transaction History
Captrust Financial Advisors
- $33 Billion
- Q3 2024
A detailed history of Captrust Financial Advisors transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Captrust Financial Advisors holds 11,566 shares of BSMS stock, worth $271,222. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,566
Previous 10,286
12.44%
Holding current value
$271,222
Previous $238,000
14.29%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding BSMS
# of Institutions
73Shares Held
3.31MCall Options Held
0Put Options Held
0-
Confluence Investment Management LLC270KShares$6.32 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC253KShares$5.93 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA213KShares$4.99 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC194KShares$4.54 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA191KShares$4.48 Million0.0% of portfolio