Marietta Wealth Management, LLC Invesco Bulletshares 2027 Muni Transaction History
Marietta Wealth Management, LLC
- $727 Million
- Q2 2025
A detailed history of Marietta Wealth Management, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 21,380 shares of BSMR stock, worth $502,857. This represents 0.07% of its overall portfolio holdings.
Number of Shares
21,380Holding current value
$502,857% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding BSMR
# of Institutions
126Shares Held
7.27MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY541KShares$12.7 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA441KShares$10.4 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC339KShares$7.97 Million0.0% of portfolio
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Key F Inancial Inc284KShares$6.67 Million1.47% of portfolio
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Atlantic Union Bankshares Corp279KShares$6.56 Million0.43% of portfolio