Levy Wealth Management Group, LLC Invesco Bulletshares 2027 Muni Transaction History
Levy Wealth Management Group, LLC
- $390 Million
- Q2 2024
Shares
1 transactions
Others Institutions Holding BSMR
# of Institutions
94Shares Held
5.02MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY476KShares$11.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA282KShares$6.67 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC280KShares$6.62 Million0.0% of portfolio
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Key F Inancial Inc273KShares$6.45 Million1.45% of portfolio
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Confluence Investment Management LLC241KShares$5.68 Million0.08% of portfolio