Heritage Wealth Management, LLC Invesco Bulletshares 2025 Muni Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
Shares
1 transactions
Others Institutions Holding BSMP
# of Institutions
138Shares Held
7.21MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA627KShares$15.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC432KShares$10.6 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC312KShares$7.68 Million0.0% of portfolio
-
Invesco Ltd. Atlanta, GA290KShares$7.13 Million0.0% of portfolio
-
Cwm, LLC246KShares$6.04 Million0.02% of portfolio