Cornerstone Wealth Management, LLC Invesco Bulletshares 2026 Muni Transaction History
Cornerstone Wealth Management, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Cornerstone Wealth Management, LLC transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 36,399 shares of BSMQ stock, worth $857,924. This represents 0.07% of its overall portfolio holdings.
Number of Shares
36,399
Previous 34,779
4.66%
Holding current value
$857,924
Previous $819,000
4.4%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding BSMQ
# of Institutions
97Shares Held
5.02MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA454KShares$10.7 Million0.0% of portfolio
-
Morgan Stanley New York, NY446KShares$10.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC291KShares$6.87 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC237KShares$5.59 Million0.01% of portfolio
-
Confluence Investment Management LLC234KShares$5.51 Million0.08% of portfolio