Carnegie Capital Asset Management, LLC Invesco Bulletshares 2027 Muni Transaction History
Carnegie Capital Asset Management, LLC
- $3.38 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding BSMR
# of Institutions
104Shares Held
5.32MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY476KShares$11.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA282KShares$6.69 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC280KShares$6.65 Million0.0% of portfolio
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Key F Inancial Inc274KShares$6.49 Million1.49% of portfolio
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Confluence Investment Management LLC241KShares$5.7 Million0.08% of portfolio