Marietta Wealth Management, LLC Invesco Bulletshares 2028 Muni Transaction History
Marietta Wealth Management, LLC
- $727 Million
- Q2 2025
A detailed history of Marietta Wealth Management, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 21,583 shares of BSMS stock, worth $500,509. This represents 0.07% of its overall portfolio holdings.
Number of Shares
21,583Holding current value
$500,509% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding BSMS
# of Institutions
102Shares Held
5.11MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC342KShares$7.94 Million0.0% of portfolio
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Kathmere Capital Management, LLC Wayne, PA252KShares$5.84 Million0.48% of portfolio
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Wells Fargo & Company San Francisco, CA240KShares$5.58 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC215KShares$4.99 Million0.0% of portfolio
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Morgan Stanley New York, NY215KShares$4.98 Million0.0% of portfolio