Horizons Wealth Management Invesco Bulletshares 2027 Muni Transaction History
Horizons Wealth Management
- $139 Million
- Q2 2025
A detailed history of Horizons Wealth Management transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Horizons Wealth Management holds 15,923 shares of BSMR stock, worth $374,668. This represents 0.27% of its overall portfolio holdings.
Number of Shares
15,923
Previous 15,763
1.02%
Holding current value
$374,668
Previous $370,000
0.81%
% of portfolio
0.27%
Previous 0.28%
Shares
9 transactions
Others Institutions Holding BSMR
# of Institutions
118Shares Held
7.08MCall 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