Levy Wealth Management Group, LLC Invesco Bulletshares 2026 Muni Transaction History
Levy Wealth Management Group, LLC
- $376 Million
- Q1 2024
A detailed history of Levy Wealth Management Group, LLC transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 12,259 shares of BSMQ stock, worth $287,841. This represents 0.08% of its overall portfolio holdings.
Number of Shares
12,259
Previous 12,259
-0.0%
Holding current value
$287,841
Previous $291,000
1.03%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding BSMQ
# of Institutions
95Shares Held
4.94MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA454KShares$10.7 Million0.0% of portfolio
-
Morgan Stanley New York, NY446KShares$10.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC291KShares$6.84 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC237KShares$5.57 Million0.01% of portfolio
-
Confluence Investment Management LLC234KShares$5.49 Million0.08% of portfolio