Central Valley Advisors, LLC Invesco Bulletshares 2028 Muni Transaction History
Central Valley Advisors, LLC
- $294 Billion
- Q2 2025
A detailed history of Central Valley Advisors, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Central Valley Advisors, LLC holds 185,320 shares of BSMS stock, worth $4.32 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
185,320
Previous 187,809
1.33%
Holding current value
$4.32 Million
Previous $4.35 Billion
1.09%
% of portfolio
1.47%
Previous 1.65%
Shares
2 transactions
Others Institutions Holding BSMS
# of Institutions
104Shares Held
5.24MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC377KShares$8.79 Million0.0% of portfolio
-
Kathmere Capital Management, LLC Wayne, PA252KShares$5.86 Million0.48% of portfolio
-
Commonwealth Equity Services, LLC248KShares$5.79 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA240KShares$5.6 Million0.0% of portfolio
-
Invesco Ltd. Atlanta, GA215KShares$5.01 Million0.0% of portfolio