Fortress Wealth Management, Inc. Invesco Bulletshares 2027 Muni Transaction History
Fortress Wealth Management, Inc.
- $171 Million
- Q1 2024
A detailed history of Fortress Wealth Management, Inc. transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 50,569 shares of BSMR stock, worth $1.19 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
50,569
Previous 50,234
0.67%
Holding current value
$1.19 Million
Previous $1.2 Million
0.33%
% of portfolio
0.7%
Previous 0.75%
Shares
2 transactions
Others Institutions Holding BSMR
# of Institutions
75Shares Held
3.38MCall Options Held
0Put Options Held
0-
Confluence Investment Management LLC258KShares$6.09 Million0.09% of portfolio
-
Key F Inancial Inc246KShares$5.79 Million1.5% of portfolio
-
Morgan Stanley New York, NY227KShares$5.35 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA224KShares$5.29 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC203KShares$4.78 Million0.0% of portfolio