Oceanside Advisors LLC Invesco Bulletshares 2027 Muni Transaction History
Oceanside Advisors LLC
- $121 Billion
- Q1 2024
A detailed history of Oceanside Advisors LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Oceanside Advisors LLC holds 15,620 shares of BSMR stock, worth $368,163. This represents 0.31% of its overall portfolio holdings.
Number of Shares
15,620
Previous 15,620
-0.0%
Holding current value
$368,163
Previous $373 Million
1.04%
% of portfolio
0.31%
Previous 0.33%
Shares
1 transactions
Others Institutions Holding BSMR
# of Institutions
75Shares Held
3.37MCall Options Held
0Put Options Held
0-
Confluence Investment Management LLC258KShares$6.09 Million0.09% of portfolio
-
Key F Inancial Inc246KShares$5.8 Million1.5% of portfolio
-
Morgan Stanley New York, NY227KShares$5.35 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA224KShares$5.29 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC203KShares$4.78 Million0.0% of portfolio