Horizons Wealth Management Invesco Bulletshares 2028 Muni Transaction History
Horizons Wealth Management
- $146 Million
- Q3 2025
A detailed history of Horizons Wealth Management transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Horizons Wealth Management holds 20,051 shares of BSMS stock, worth $472,000. This represents 0.32% of its overall portfolio holdings.
Number of Shares
20,051
Previous 20,016
0.17%
Holding current value
$472,000
Previous $464,000
1.72%
% of portfolio
0.32%
Previous 0.33%
Shares
10 transactions
Others Institutions Holding BSMS
# of Institutions
106Shares Held
5.46MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC377KShares$8.88 Million0.0% of portfolio
-
Morgan Stanley New York, NY260KShares$6.12 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA256KShares$6.03 Million0.0% of portfolio
-
Kathmere Capital Management, LLC Wayne, PA252KShares$5.93 Million0.48% of portfolio
-
Commonwealth Equity Services, LLC248KShares$5.85 Million0.01% of portfolio