Oak Family Advisors, LLC Invesco Bulletshares 2026 Muni Transaction History
Oak Family Advisors, LLC
- $318 Million
- Q3 2024
A detailed history of Oak Family Advisors, LLC transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Oak Family Advisors, LLC holds 9,170 shares of BSMQ stock, worth $216,595. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,170Holding current value
$216,595% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding BSMQ
# of Institutions
113Shares Held
5.86MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA549KShares$13 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC353KShares$8.33 Million0.0% of portfolio
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Morgan Stanley New York, NY341KShares$8.05 Million0.0% of portfolio
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Commonwealth Equity Services, LLC303KShares$7.15 Million0.01% of portfolio
-
Truist Financial Corp302KShares$7.13 Million0.01% of portfolio