Fortress Wealth Management, Inc. Invesco Bulletshares 2026 Muni Transaction History
Fortress Wealth Management, Inc.
- $175 Million
- Q2 2025
Shares
7 transactions
Others Institutions Holding BSMQ
# of Institutions
147Shares Held
7.84MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA633KShares$14.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY508KShares$12 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC423KShares$9.96 Million0.0% of portfolio
-
Truist Financial Corp299KShares$7.04 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC294KShares$6.92 Million0.0% of portfolio