Independent Advisor Alliance Invesco Bulletshares 2027 Muni Transaction History
Independent Advisor Alliance
- $2.95 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding BSMR
# of Institutions
126Shares Held
7.28MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY541KShares$12.7 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA441KShares$10.4 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC339KShares$7.97 Million0.0% of portfolio
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Key F Inancial Inc284KShares$6.67 Million1.47% of portfolio
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Atlantic Union Bankshares Corp279KShares$6.56 Million0.43% of portfolio