Clearstead Advisors, LLC Invesco Bulletshares 2028 Muni Call Options Transaction History
Clearstead Advisors, LLC
- $7.4 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
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
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Morgan Stanley New York, NY415KShares$9.74 Million0.0% of portfolio
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Truist Financial Corp295KShares$6.91 Million0.01% of portfolio
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Commonwealth Equity Services, LLC264KShares$6.19 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA256KShares$6 Million0.0% of portfolio