Confluence Investment Management LLC Invesco Bulletshares 2026 Muni Transaction History
Confluence Investment Management LLC
- $6.73 Billion
- Q3 2025
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 105,266 shares of BSMQ stock, worth $2.49 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
105,266
Previous 110,838
5.03%
Holding current value
$2.49 Million
Previous $2.61 Million
4.68%
% of portfolio
0.04%
Previous 0.04%
Shares
12 transactions
Others Institutions Holding BSMQ
# of Institutions
153Shares Held
8.09MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA641KShares$15.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC501KShares$11.8 Million0.0% of portfolio
-
Morgan Stanley New York, NY463KShares$10.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC341KShares$8.05 Million0.0% of portfolio
-
Truist Financial Corp299KShares$7.06 Million0.01% of portfolio