Horizons Wealth Management Invesco Bulletshares 2027 Muni Transaction History
Horizons Wealth Management
- $146 Million
- Q3 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 16,346 shares of BSMR stock, worth $387,563. This represents 0.26% of its overall portfolio holdings.
Number of Shares
16,346
              Previous 15,923
              
        
           2.66%
        
      
          
        Holding current value
$387,563
            Previous $373,000
            
        
           3.75%
        
      
          
        % of portfolio
0.26%
            Previous 0.27%
          
        Shares
	  10 transactions
	
  Others Institutions Holding BSMR
# of Institutions
131Shares Held
7.75MCall Options Held
0Put Options Held
0- 
    
      Morgan Stanley New York, NY536KShares$12.7 Million0.0% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA446KShares$10.6 Million0.0% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC426KShares$10.1 Million0.0% of portfolio
- 
    
      Atlantic Union Bankshares Corp316KShares$7.48 Million0.18% of portfolio
- 
    
      Invesco Ltd. Atlanta, GA294KShares$6.97 Million0.0% of portfolio