Lpl Financial LLC Invesco Bulletshares 2029 Muni Transaction History
Lpl Financial LLC
- $238 Billion
- Q4 2024
A detailed history of Lpl Financial LLC transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Lpl Financial LLC holds 174,762 shares of BSMT stock, worth $3.94 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
174,762
Previous 131,056
33.35%
Holding current value
$3.94 Million
Previous $3.05 Million
31.49%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding BSMT
# of Institutions
91Shares Held
5.29MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA448KShares$10.1 Million0.0% of portfolio
-
Hills Bank & Trust CO321KShares$7.23 Million0.54% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN312KShares$7.03 Million0.0% of portfolio
-
Confluence Investment Management LLC235KShares$5.31 Million0.08% of portfolio
-
Central Valley Advisors, LLC Sacramento, CA191KShares$4.31 Million1.65% of portfolio