Cornerstone Wealth Management, LLC Invesco Bulletshares 2027 Muni Transaction History
Cornerstone Wealth Management, LLC
- $1.44 Billion
- Q4 2024
A detailed history of Cornerstone Wealth Management, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 50,266 shares of BSMR stock, worth $1.19 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
50,266Holding current value
$1.19 Million% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding BSMR
# of Institutions
98Shares Held
5.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY476KShares$11.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA282KShares$6.67 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC280KShares$6.63 Million0.0% of portfolio
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Key F Inancial Inc273KShares$6.46 Million1.45% of portfolio
-
Confluence Investment Management LLC241KShares$5.69 Million0.08% of portfolio