Levy Wealth Management Group, LLC Invesco Bulletshares 2025 Muni Transaction History
Levy Wealth Management Group, LLC
- $390 Million
- Q2 2024
A detailed history of Levy Wealth Management Group, LLC transactions in Invesco Bulletshares 2025 Muni stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 12,342 shares of BSMP stock, worth $303,119. This represents 0.08% of its overall portfolio holdings.
Number of Shares
12,342
Previous 12,342
-0.0%
Holding current value
$303,119
Previous $300,000
0.33%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding BSMP
# of Institutions
123Shares Held
6.79MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA630KShares$15.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC366KShares$8.98 Million0.0% of portfolio
-
Cwm, LLC332KShares$8.16 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC316KShares$7.77 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC292KShares$7.16 Million0.01% of portfolio