New Edge Advisors, LLC Invesco Bulletshares 2029 Muni Transaction History
New Edge Advisors, LLC
- $18.3 Billion
- Q2 2025
A detailed history of New Edge Advisors, LLC transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, New Edge Advisors, LLC holds 148,285 shares of BSMT stock, worth $3.43 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
148,285
Previous 137,557
7.8%
Holding current value
$3.43 Million
Previous $3.13 Million
7.64%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding BSMT
# of Institutions
99Shares Held
6.22MCall Options Held
0Put Options Held
0-
Hills Bank & Trust CO611KShares$14.1 Million0.92% of portfolio
-
Wells Fargo & Company San Francisco, CA495KShares$11.5 Million0.0% of portfolio
-
Kathmere Capital Management, LLC Wayne, PA287KShares$6.64 Million0.53% of portfolio
-
Bank Of America Corp Charlotte, NC235KShares$5.44 Million0.0% of portfolio
-
Confluence Investment Management LLC227KShares$5.26 Million0.08% of portfolio