Confluence Investment Management LLC Invesco Bulletshares 2028 Muni Transaction History
Confluence Investment Management LLC
- $6.68 Billion
- Q1 2025
A detailed history of Confluence Investment Management LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Confluence Investment Management LLC holds 115,952 shares of BSMS stock, worth $2.69 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
115,952
Previous 267,630
56.67%
Holding current value
$2.69 Million
Previous $6.24 Million
56.96%
% of portfolio
0.04%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding BSMS
# of Institutions
93Shares Held
3.87MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC290KShares$6.72 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA254KShares$5.89 Million0.0% of portfolio
-
Morgan Stanley New York, NY204KShares$4.72 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC195KShares$4.53 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA184KShares$4.25 Million0.0% of portfolio