Horizons Wealth Management Invesco Bulletshares 2027 Muni Transaction History
Horizons Wealth Management
- $133 Million
- Q1 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 15,763 shares of BSMR stock, worth $367,750. This represents 0.28% of its overall portfolio holdings.
Number of Shares
15,763
Previous 15,763
-0.0%
Holding current value
$367,750
Previous $372,000
0.54%
% of portfolio
0.28%
Previous 0.29%
Shares
8 transactions
Others Institutions Holding BSMR
# of Institutions
118Shares Held
7.08MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY541KShares$12.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA441KShares$10.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC339KShares$7.91 Million0.0% of portfolio
-
Key F Inancial Inc284KShares$6.62 Million1.47% of portfolio
-
Atlantic Union Bankshares Corp279KShares$6.51 Million0.43% of portfolio