Moneco Advisors, LLC Invesco Bulletshares 2027 Muni Transaction History
Moneco Advisors, LLC
- $912 Million
- Q4 2024
A detailed history of Moneco Advisors, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Moneco Advisors, LLC holds 56,324 shares of BSMR stock, worth $1.34 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
56,324
Previous 38,570
46.03%
Holding current value
$1.34 Million
Previous $914,000
45.4%
% of portfolio
0.15%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding BSMR
# of Institutions
112Shares Held
5.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY535KShares$12.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA328KShares$7.77 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC298KShares$7.08 Million0.0% of portfolio
-
Key F Inancial Inc274KShares$6.49 Million1.49% of portfolio
-
Atlantic Union Bankshares Corp251KShares$5.95 Million0.37% of portfolio