Nelson, Van Denburg & Campbell Wealth Management Group, LLC Invesco Bulletshares 2029 Muni Transaction History
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.53 Billion
- Q1 2025
A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 166,334 shares of BSMT stock, worth $3.75 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
166,334
Previous 129,286
28.66%
Holding current value
$3.75 Million
Previous $2.97 Million
27.55%
% of portfolio
0.15%
Previous 0.11%
Shares
9 transactions
Others Institutions Holding BSMT
# of Institutions
91Shares Held
5.29MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA448KShares$10.1 Million0.0% of portfolio
-
Hills Bank & Trust CO321KShares$7.23 Million0.54% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN312KShares$7.03 Million0.0% of portfolio
-
Confluence Investment Management LLC235KShares$5.31 Million0.08% of portfolio
-
Central Valley Advisors, LLC Sacramento, CA191KShares$4.31 Million1.65% of portfolio