Legacy Private Trust Co. Invesco Bulletshares 2028 Muni Transaction History
Legacy Private Trust Co.
- $1.65 Billion
- Q3 2025
A detailed history of Legacy Private Trust Co. transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Legacy Private Trust Co. holds 17,960 shares of BSMS stock, worth $421,341. This represents 0.03% of its overall portfolio holdings.
Number of Shares
17,960
Previous 11,070
62.24%
Holding current value
$421,341
Previous $256,000
64.84%
% of portfolio
0.03%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding BSMS
# of Institutions
112Shares Held
6.49MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC427KShares$10 Million0.0% of portfolio
-
Morgan Stanley New York, NY415KShares$9.74 Million0.0% of portfolio
-
Truist Financial Corp295KShares$6.91 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC264KShares$6.19 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA256KShares$6 Million0.0% of portfolio