Howard Wealth Management, LLC Invesco Bulletshares 2028 Muni Transaction History
Howard Wealth Management, LLC
- $179 Million
- Q1 2025
A detailed history of Howard Wealth Management, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Howard Wealth Management, LLC holds 12,710 shares of BSMS stock, worth $294,744. This represents 0.16% of its overall portfolio holdings.
Number of Shares
12,710
Previous 12,710
-0.0%
Holding current value
$294,744
Previous $296,000
0.68%
% of portfolio
0.16%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding BSMS
# of Institutions
102Shares Held
5.11MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC342KShares$7.94 Million0.0% of portfolio
-
Kathmere Capital Management, LLC Wayne, PA252KShares$5.84 Million0.48% of portfolio
-
Wells Fargo & Company San Francisco, CA240KShares$5.58 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC215KShares$4.99 Million0.0% of portfolio
-
Morgan Stanley New York, NY215KShares$4.98 Million0.0% of portfolio