Confluence Investment Management LLC Invesco Bulletshares 2027 Muni Transaction History
Confluence Investment Management LLC
- $6.67 Billion
- Q2 2024
A detailed history of Confluence Investment Management LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Confluence Investment Management LLC holds 258,410 shares of BSMR stock, worth $6.08 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
258,410
Previous 259,568
0.45%
Holding current value
$6.08 Million
Previous $6.14 Million
1.21%
% of portfolio
0.09%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding BSMR
# of Institutions
75Shares Held
3.38MCall Options Held
0Put Options Held
0-
Key F Inancial Inc246KShares$5.79 Million1.5% of portfolio
-
Morgan Stanley New York, NY227KShares$5.34 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA224KShares$5.28 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC203KShares$4.77 Million0.0% of portfolio
-
Invesco Ltd. Atlanta, GA150KShares$3.53 Million0.0% of portfolio