Carmel Capital Partners, LLC Invesco Bulletshares 2028 Muni Transaction History

Carmel Capital Partners, LLC

$234 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 19, 2023	BUY	$23.18 - $23.92 $139,080 - $143,520	6,000 New	6,000 $141,000

Others Institutions Holding BSMS

# of Institutions

92

Shares Held

4.12M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

290K
Shares

$6.69 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

254K
Shares

$5.87 Million
0.0% of portfolio
Morgan Stanley New York, NY

204K
Shares

$4.7 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

195K
Shares

$4.51 Million
0.01% of portfolio
Central Valley Advisors, LLC Sacramento, CA

188K
Shares

$4.33 Million
1.65% of portfolio

About INVESCO BULLETSHARES 2028 MUNI

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