Captrust Financial Advisors Invesco Bulletshares 2027 Muni Transaction History
Captrust Financial Advisors
- $30 Billion
- Q1 2024
A detailed history of Captrust Financial Advisors transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Captrust Financial Advisors holds 11,020 shares of BSMR stock, worth $259,741. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,020
Previous 19,567
43.68%
Holding current value
$259,741
Previous $467,000
44.33%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding BSMR
# of Institutions
75Shares Held
3.38MCall Options Held
0Put Options Held
0-
Confluence Investment Management LLC258KShares$6.09 Million0.09% of portfolio
-
Key F Inancial Inc246KShares$5.8 Million1.5% of portfolio
-
Morgan Stanley New York, NY227KShares$5.35 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA224KShares$5.29 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC203KShares$4.78 Million0.0% of portfolio