Paulson Wealth Management Inc. Invesco Bulletshares 2028 Muni Transaction History
Paulson Wealth Management Inc.
- $371 Million
- Q3 2024
A detailed history of Paulson Wealth Management Inc. transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 17,856 shares of BSMS stock, worth $419,080. This represents 0.11% of its overall portfolio holdings.
Number of Shares
17,856
Previous 11,381
56.89%
Holding current value
$419,080
Previous $264,000
59.47%
% of portfolio
0.11%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding BSMS
# of Institutions
73Shares Held
3.31MCall Options Held
0Put Options Held
0-
Confluence Investment Management LLC270KShares$6.33 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC253KShares$5.93 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA213KShares$4.99 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC194KShares$4.55 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA191KShares$4.49 Million0.0% of portfolio