Jacobi Capital Management LLC Invesco Bulletshares 2027 Muni Transaction History
Jacobi Capital Management LLC
- $1.29 Billion
- Q3 2024
A detailed history of Jacobi Capital Management LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Jacobi Capital Management LLC holds 10,544 shares of BSMR stock, worth $249,892. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,544
Previous 9,187
14.77%
Holding current value
$249,892
Previous $215,000
15.81%
% of portfolio
0.02%
Previous 0.02%
Shares
2 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