Lido Advisors, LLC Invesco Bulletshares 2027 Muni Transaction History
Lido Advisors, LLC
- $20.3 Billion
- Q3 2024
A detailed history of Lido Advisors, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Lido Advisors, LLC holds 12,312 shares of BSMR stock, worth $291,055. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,312
Previous 10,236
20.28%
Holding current value
$291,055
Previous $240,000
21.25%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding BSMR
# of Institutions
103Shares Held
5.26MCall 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
-
Lpl Financial LLC Fort Mill, SC280KShares$6.63 Million0.0% of portfolio
-
Key F Inancial Inc273KShares$6.46 Million1.45% of portfolio
-
Confluence Investment Management LLC241KShares$5.69 Million0.08% of portfolio