Confluence Investment Management LLC Invesco Bulletshares 2026 Muni Transaction History
Confluence Investment Management LLC
- $6.67 Billion
- Q2 2024
A detailed history of Confluence Investment Management LLC transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Confluence Investment Management LLC holds 233,838 shares of BSMQ stock, worth $5.53 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
233,838
Previous 235,096
0.54%
Holding current value
$5.53 Million
Previous $5.54 Million
0.83%
% of portfolio
0.08%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding BSMQ
# of Institutions
105Shares Held
5.36MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA491KShares$11.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY332KShares$7.85 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC303KShares$7.16 Million0.0% of portfolio
-
Truist Financial Corp299KShares$7.09 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC265KShares$6.26 Million0.01% of portfolio