Claro Advisors LLC Invesco Bulletshares 2027 Muni Transaction History
Claro Advisors LLC
- $662 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding BSMR
# of Institutions
98Shares Held
5.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY476KShares$11.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA282KShares$6.67 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC280KShares$6.63 Million0.0% of portfolio
-
Key F Inancial Inc273KShares$6.46 Million1.45% of portfolio
-
Confluence Investment Management LLC241KShares$5.69 Million0.08% of portfolio