Clark Asset Management, LLC Invesco Bulletshares 2027 Muni Transaction History
Clark Asset Management, LLC
- $535 Billion
- Q4 2024
A detailed history of Clark Asset Management, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Clark Asset Management, LLC holds 22,458 shares of BSMR stock, worth $528,212. This represents 0.1% of its overall portfolio holdings.
Number of Shares
22,458Holding current value
$528,212% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding BSMR
# of Institutions
113Shares Held
5.92MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY535KShares$12.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA328KShares$7.71 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC298KShares$7.02 Million0.0% of portfolio
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Confluence Investment Management LLC274KShares$6.44 Million0.1% of portfolio
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Key F Inancial Inc274KShares$6.44 Million1.49% of portfolio