Integrated Wealth Concepts LLC Invesco Bulletshares 2028 Muni Transaction History
Integrated Wealth Concepts LLC
- $7.02 Billion
- Q2 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 32,364 shares of BSMS stock, worth $759,906. This represents 0.01% of its overall portfolio holdings.
Number of Shares
32,364
Previous 39,730
18.54%
Holding current value
$759,906
Previous $932,000
19.42%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding BSMS
# of Institutions
63Shares Held
2.93MCall Options Held
0Put Options Held
0-
Confluence Investment Management LLC286KShares$6.72 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC214KShares$5.02 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC212KShares$4.98 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA209KShares$4.92 Million0.0% of portfolio
-
Morgan Stanley New York, NY203KShares$4.77 Million0.0% of portfolio