New Edge Advisors, LLC Invesco Bulletshares 2028 Muni Transaction History
New Edge Advisors, LLC
- $16 Billion
- Q4 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 134,143 shares of BSMS stock, worth $3.14 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
134,143
Previous 121,106
10.76%
Holding current value
$3.14 Million
Previous $2.86 Million
9.6%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding BSMS
# of Institutions
90Shares Held
4.04MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC290KShares$6.79 Million0.0% of portfolio
-
Confluence Investment Management LLC268KShares$6.27 Million0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA254KShares$5.96 Million0.0% of portfolio
-
Morgan Stanley New York, NY204KShares$4.77 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC195KShares$4.58 Million0.01% of portfolio