Pax Financial Group, LLC Invesco Bulletshares 2027 Muni Transaction History
Pax Financial Group, LLC
- $526 Million
- Q1 2025
A detailed history of Pax Financial Group, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Pax Financial Group, LLC holds 54,406 shares of BSMR stock, worth $1.26 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
54,406
Previous 48,143
13.01%
Holding current value
$1.26 Million
Previous $1.14 Million
12.76%
% of portfolio
0.24%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding BSMR
# of Institutions
118Shares Held
7.21MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY541KShares$12.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA441KShares$10.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC339KShares$7.88 Million0.0% of portfolio
-
Key F Inancial Inc284KShares$6.6 Million1.47% of portfolio
-
Atlantic Union Bankshares Corp279KShares$6.49 Million0.43% of portfolio