Garrett Investment Advisors LLC Invesco Bulletshares 2028 Muni Transaction History
Garrett Investment Advisors LLC
- $748 Million
- Q1 2024
A detailed history of Garrett Investment Advisors LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 63,101 shares of BSMS stock, worth $1.47 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
63,101
Previous 93,550
32.55%
Holding current value
$1.47 Million
Previous $2.22 Million
33.32%
% of portfolio
0.2%
Previous 0.31%
Shares
8 transactions
Others Institutions Holding BSMS
# of Institutions
55Shares Held
2.58MCall Options Held
0Put Options Held
0-
Confluence Investment Management LLC286KShares$6.68 Million0.1% of portfolio
-
Morgan Stanley New York, NY209KShares$4.88 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA207KShares$4.84 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC203KShares$4.73 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC163KShares$3.8 Million0.01% of portfolio