North Crest Asset Manangement, LLC Invesco Bulletshares 2027 Muni Transaction History
North Crest Asset Manangement, LLC
- $3.22 Billion
- Q4 2024
Shares
5 transactions
Others Institutions Holding BSMR
# of Institutions
112Shares Held
5.87MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY535KShares$12.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA328KShares$7.74 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC298KShares$7.05 Million0.0% of portfolio
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Key F Inancial Inc274KShares$6.46 Million1.49% of portfolio
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Atlantic Union Bankshares Corp251KShares$5.92 Million0.37% of portfolio