Carnegie Capital Asset Management, LLC Invesco Bulletshares 2029 Muni Transaction History
Carnegie Capital Asset Management, LLC
- $4.79 Billion
- Q2 2025
A detailed history of Carnegie Capital Asset Management, LLC transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Carnegie Capital Asset Management, LLC holds 19,429 shares of BSMT stock, worth $449,781. This represents 0.01% of its overall portfolio holdings.
Number of Shares
19,429
Previous 19,802
1.88%
Holding current value
$449,781
Previous $450,000
2.0%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding BSMT
# of Institutions
99Shares Held
6.22MCall Options Held
0Put Options Held
0-
Hills Bank & Trust CO611KShares$14.1 Million0.92% of portfolio
-
Wells Fargo & Company San Francisco, CA495KShares$11.5 Million0.0% of portfolio
-
Kathmere Capital Management, LLC Wayne, PA287KShares$6.64 Million0.53% of portfolio
-
Bank Of America Corp Charlotte, NC235KShares$5.44 Million0.0% of portfolio
-
Confluence Investment Management LLC227KShares$5.26 Million0.08% of portfolio