Howard Wealth Management, LLC Invesco Bulletshares 2028 Muni Transaction History
Howard Wealth Management, LLC
- $184 Million
- Q4 2024
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 $294,617. This represents 0.16% of its overall portfolio holdings.
Number of Shares
12,710
Previous 10,745
18.29%
Holding current value
$294,617
Previous $253,000
17.0%
% of portfolio
0.16%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding BSMS
# of Institutions
93Shares Held
3.87MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC290KShares$6.72 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA254KShares$5.89 Million0.0% of portfolio
-
Morgan Stanley New York, NY204KShares$4.72 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC195KShares$4.53 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA184KShares$4.25 Million0.0% of portfolio