New Edge Advisors, LLC Invesco Bulletshares 2028 Muni Transaction History
New Edge Advisors, LLC
- $13.5 Billion
- Q2 2024
A detailed history of New Edge Advisors, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, New Edge Advisors, LLC holds 117,647 shares of BSMS stock, worth $2.76 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
117,647
Previous 110,002
6.95%
Holding current value
$2.76 Million
Previous $2.58 Million
5.81%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding BSMS
# of Institutions
63Shares Held
2.93MCall Options Held
0Put Options Held
0-
Confluence Investment Management LLC286KShares$6.73 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC214KShares$5.02 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC212KShares$4.98 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA209KShares$4.92 Million0.0% of portfolio
-
Morgan Stanley New York, NY203KShares$4.77 Million0.0% of portfolio