Kathmere Capital Management, LLC Invesco Bulletshares 2027 Muni Transaction History
Kathmere Capital Management, LLC
- $1.11 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding BSMR
# of Institutions
114Shares Held
6.31MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY535KShares$12.6 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA328KShares$7.68 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC298KShares$6.99 Million0.0% of portfolio
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Confluence Investment Management LLC274KShares$6.42 Million0.1% of portfolio
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Key F Inancial Inc274KShares$6.41 Million1.49% of portfolio