Cornerstone Wealth Management, LLC Invesco Bulletshares 2028 Muni Transaction History
Cornerstone Wealth Management, LLC
- $1.73 Billion
- Q3 2025
A detailed history of Cornerstone Wealth Management, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 12,012 shares of BSMS stock, worth $281,801. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,012
Previous 15,125
20.58%
Holding current value
$281,801
Previous $351,000
19.94%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding BSMS
# of Institutions
112Shares Held
6.48MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC427KShares$10 Million0.0% of portfolio
-
Morgan Stanley New York, NY415KShares$9.74 Million0.0% of portfolio
-
Truist Financial Corp295KShares$6.91 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC264KShares$6.19 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA256KShares$6 Million0.0% of portfolio