New Edge Advisors, LLC Invesco Bulletshares 2028 Muni Transaction History
New Edge Advisors, LLC
- $11.2 Billion
- Q1 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 110,002 shares of BSMS stock, worth $2.57 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
110,002
Previous 5,032
2086.05%
Holding current value
$2.57 Million
Previous $119,000
2069.75%
% of portfolio
0.02%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding BSMS
# of Institutions
55Shares Held
2.58MCall Options Held
0Put Options Held
0-
Confluence Investment Management LLC286KShares$6.68 Million0.1% of portfolio
-
Morgan Stanley New York, NY209KShares$4.88 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA207KShares$4.84 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC203KShares$4.73 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC163KShares$3.8 Million0.01% of portfolio