Marietta Wealth Management, LLC Invesco Bulletshares 2026 Muni Transaction History
Marietta Wealth Management, LLC
- $762 Million
- Q3 2025
A detailed history of Marietta Wealth Management, LLC transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 30,334 shares of BSMQ stock, worth $717,399. This represents 0.09% of its overall portfolio holdings.
Number of Shares
30,334
Previous 21,245
42.78%
Holding current value
$717,399
Previous $500,000
43.2%
% of portfolio
0.09%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding BSMQ
# of Institutions
148Shares Held
8.65MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA644KShares$15.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC511KShares$12.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC390KShares$9.22 Million0.0% of portfolio
-
Invesco Ltd. Atlanta, GA332KShares$7.85 Million0.0% of portfolio
-
Morgan Stanley New York, NY312KShares$7.37 Million0.0% of portfolio