Integrated Wealth Concepts LLC Invesco Bulletshares 2029 Muni Transaction History
Integrated Wealth Concepts LLC
- $6.69 Billion
- Q1 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 19,969 shares of BSMT stock, worth $459,686. This represents 0.01% of its overall portfolio holdings.
Number of Shares
19,969
Previous 15,396
29.7%
Holding current value
$459,686
Previous $361,000
28.53%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding BSMT
# of Institutions
55Shares Held
2.51MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA454KShares$10.4 Million0.0% of portfolio
-
Hills Bank & Trust CO237KShares$5.45 Million0.47% of portfolio
-
Jane Street Group, LLC New York, NY162KShares$3.74 Million0.01% of portfolio
-
Confluence Investment Management LLC124KShares$2.85 Million0.04% of portfolio
-
Morgan Stanley New York, NY118KShares$2.71 Million0.0% of portfolio