Creative Planning Invesco Bulletshares 2024 Muni Transaction History
Creative Planning
- $101 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding BSMO
# of Institutions
114Shares Held
5.14MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA387KShares$9.59 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC347KShares$8.6 Million0.0% of portfolio
-
Lido Advisors, LLC Los Angeles, CA341KShares$8.46 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC258KShares$6.39 Million0.0% of portfolio
-
Invesco Ltd. Atlanta, GA232KShares$5.76 Million0.0% of portfolio