Denver Wealth Management, Inc. Invesco Bulletshares 2027 Muni Transaction History
Denver Wealth Management, Inc.
- $205 Million
- Q1 2025
A detailed history of Denver Wealth Management, Inc. transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Denver Wealth Management, Inc. holds 11,119 shares of BSMR stock, worth $256,960. This represents 0.13% of its overall portfolio holdings.
Number of Shares
11,119
Previous 11,226
0.95%
Holding current value
$256,960
Previous $264,000
1.14%
% of portfolio
0.13%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding BSMR
# of Institutions
113Shares Held
6.22MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY535KShares$12.4 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA328KShares$7.57 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC298KShares$6.9 Million0.0% of portfolio
-
Confluence Investment Management LLC274KShares$6.33 Million0.1% of portfolio
-
Key F Inancial Inc274KShares$6.32 Million1.49% of portfolio