Integrated Wealth Concepts LLC Invesco Bulletshares 2027 Muni Transaction History
Integrated Wealth Concepts LLC
- $7.83 Billion
- Q3 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 41,582 shares of BSMR stock, worth $985,493. This represents 0.01% of its overall portfolio holdings.
Number of Shares
41,582
Previous 37,371
11.27%
Holding current value
$985,493
Previous $877,000
12.31%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding BSMR
# of Institutions
93Shares Held
4.85MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY476KShares$11.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA282KShares$6.69 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC280KShares$6.64 Million0.0% of portfolio
-
Key F Inancial Inc273KShares$6.47 Million1.45% of portfolio
-
Confluence Investment Management LLC243KShares$5.77 Million0.08% of portfolio