Confluence Investment Management LLC Invesco Bulletshares 2029 Muni Transaction History
Confluence Investment Management LLC
- $6.67 Billion
- Q2 2024
A detailed history of Confluence Investment Management LLC transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Confluence Investment Management LLC holds 123,985 shares of BSMT stock, worth $2.84 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
123,985
Previous 125,525
1.23%
Holding current value
$2.84 Million
Previous $2.92 Million
2.61%
% of portfolio
0.04%
Previous 0.04%
Shares
12 transactions
Others Institutions Holding BSMT
# of Institutions
54Shares Held
2.51MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA454KShares$10.4 Million0.0% of portfolio
-
Hills Bank & Trust CO237KShares$5.43 Million0.47% of portfolio
-
Jane Street Group, LLC New York, NY162KShares$3.72 Million0.01% of portfolio
-
Morgan Stanley New York, NY118KShares$2.7 Million0.0% of portfolio
-
Farmer Steven Patrick117KShares$2.68 Million0.04% of portfolio