Clearstead Advisors, LLC Invesco Bulletshares 2028 Muni Transaction History
Clearstead Advisors, LLC
- $7.4 Billion
- Q3 2025
A detailed history of Clearstead Advisors, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Clearstead Advisors, LLC holds 12,757 shares of BSMS stock, worth $299,279. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,757Holding current value
$299,279% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding BSMS
# of Institutions
113Shares Held
6.29MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC427KShares$10 Million0.0% of portfolio
-
Morgan Stanley New York, NY415KShares$9.74 Million0.0% of portfolio
-
Truist Financial Corp295KShares$6.91 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC264KShares$6.19 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA256KShares$6 Million0.0% of portfolio