Fortress Wealth Management, Inc. Invesco Bulletshares 2027 Muni Transaction History
Fortress Wealth Management, Inc.
- $164 Million
- Q1 2025
Shares
5 transactions
Others Institutions Holding BSMR
# of Institutions
118Shares Held
7.08MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY541KShares$12.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA441KShares$10.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC339KShares$7.91 Million0.0% of portfolio
-
Key F Inancial Inc284KShares$6.62 Million1.47% of portfolio
-
Atlantic Union Bankshares Corp279KShares$6.51 Million0.43% of portfolio