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
118Shares Held
7.21MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY541KShares$12.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA441KShares$10.3 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC339KShares$7.9 Million0.0% of portfolio
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Key F Inancial Inc284KShares$6.62 Million1.47% of portfolio
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Atlantic Union Bankshares Corp279KShares$6.51 Million0.43% of portfolio