Duncan Williams Asset Management, LLC Invesco Bulletshares 2027 Muni Transaction History
Duncan Williams Asset Management, LLC
- $428 Billion
- Q2 2025
A detailed history of Duncan Williams Asset Management, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Duncan Williams Asset Management, LLC holds 16,977 shares of BSMR stock, worth $398,959. This represents 0.09% of its overall portfolio holdings.
Number of Shares
16,977Holding current value
$398,959% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding BSMR
# of Institutions
125Shares Held
7.27MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY541KShares$12.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA441KShares$10.4 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC339KShares$7.96 Million0.0% of portfolio
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Key F Inancial Inc284KShares$6.67 Million1.47% of portfolio
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Atlantic Union Bankshares Corp279KShares$6.56 Million0.43% of portfolio