Creative One Wealth, LLC Invesco Bulletshares 2027 Muni Transaction History
Creative One Wealth, LLC
- $2.76 Billion
- Q3 2024
A detailed history of Creative One Wealth, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Creative One Wealth, LLC holds 54,250 shares of BSMR stock, worth $1.29 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
54,250Holding current value
$1.29 Million% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding BSMR
# of Institutions
93Shares Held
4.97MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY476KShares$11.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA282KShares$6.7 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC280KShares$6.65 Million0.0% of portfolio
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Key F Inancial Inc273KShares$6.48 Million1.45% of portfolio
-
Confluence Investment Management LLC243KShares$5.77 Million0.08% of portfolio