Garrett Investment Advisors LLC Invesco Bulletshares 2027 Muni Transaction History
Garrett Investment Advisors LLC
- $924 Million
- Q3 2024
A detailed history of Garrett Investment Advisors LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 60,523 shares of BSMR stock, worth $1.43 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
60,523
Previous 60,679
0.26%
Holding current value
$1.43 Million
Previous $1.42 Million
0.7%
% of portfolio
0.16%
Previous 0.18%
Shares
10 transactions
Others Institutions Holding BSMR
# of Institutions
93Shares Held
4.85MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY476KShares$11.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA282KShares$6.69 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC280KShares$6.64 Million0.0% of portfolio
-
Key F Inancial Inc273KShares$6.47 Million1.45% of portfolio
-
Confluence Investment Management LLC243KShares$5.77 Million0.08% of portfolio