Higgins & Schmidt Wealth Strategies LLC Invesco Bulletshares 2027 Muni Transaction History
Higgins & Schmidt Wealth Strategies LLC
- $181 Billion
- Q2 2025
Shares
3 transactions
Others Institutions Holding BSMR
# of Institutions
128Shares Held
7.25MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY541KShares$12.8 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA441KShares$10.4 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC339KShares$7.99 Million0.0% of portfolio
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Atlantic Union Bankshares Corp316KShares$7.44 Million0.18% of portfolio
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Key F Inancial Inc284KShares$6.69 Million1.37% of portfolio