Garrett Investment Advisors LLC Invesco Bulletshares 2027 Muni Transaction History
Garrett Investment Advisors LLC
- $1.02 Billion
- Q2 2025
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 33,876 shares of BSMR stock, worth $797,102. This represents 0.08% of its overall portfolio holdings.
Number of Shares
33,876
Previous 57,884
41.48%
Holding current value
$797,102
Previous $1.36 Million
41.59%
% of portfolio
0.08%
Previous 0.15%
Shares
13 transactions
Others Institutions Holding BSMR
# of Institutions
121Shares Held
7.1MCall 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
-
Lpl Financial LLC Fort Mill, SC339KShares$7.97 Million0.0% of portfolio
-
Key F Inancial Inc284KShares$6.68 Million1.47% of portfolio
-
Atlantic Union Bankshares Corp279KShares$6.57 Million0.43% of portfolio