Marietta Wealth Management, LLC Invesco Bulletshares 2029 Muni Transaction History
Marietta Wealth Management, LLC
- $727 Million
- Q2 2025
A detailed history of Marietta Wealth Management, LLC transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 22,085 shares of BSMT stock, worth $505,304. This represents 0.07% of its overall portfolio holdings.
Number of Shares
22,085Holding current value
$505,304% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding BSMT
# of Institutions
99Shares Held
6.26MCall Options Held
0Put Options Held
0-
Hills Bank & Trust CO611KShares$14 Million0.92% of portfolio
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Wells Fargo & Company San Francisco, CA496KShares$11.4 Million0.0% of portfolio
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Kathmere Capital Management, LLC Wayne, PA287KShares$6.56 Million0.53% of portfolio
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Confluence Investment Management LLC227KShares$5.2 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC215KShares$4.93 Million0.0% of portfolio