Cornerstone Wealth Management, LLC Invesco Bulletshares 2026 Muni Transaction History
Cornerstone Wealth Management, LLC
- $1.39 Billion
- Q3 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 38,411 shares of BSMQ stock, worth $908,036. This represents 0.07% of its overall portfolio holdings.
Number of Shares
38,411
Previous 36,399
5.53%
Holding current value
$908,036
Previous $855,000
6.55%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding BSMQ
# of Institutions
113Shares Held
5.86MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA549KShares$13 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC353KShares$8.33 Million0.0% of portfolio
-
Morgan Stanley New York, NY341KShares$8.06 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC303KShares$7.16 Million0.01% of portfolio
-
Truist Financial Corp302KShares$7.13 Million0.01% of portfolio