Creative Planning Invesco Bulletshares 2027 Muni Transaction History
Creative Planning
- $101 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding BSMR
# of Institutions
93Shares Held
4.85MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY476KShares$11.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA282KShares$6.69 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC280KShares$6.64 Million0.0% of portfolio
-
Key F Inancial Inc273KShares$6.47 Million1.45% of portfolio
-
Confluence Investment Management LLC243KShares$5.77 Million0.08% of portfolio