Precedent Wealth Partners, LLC Invesco Bulletshares 2024 Muni Transaction History
Precedent Wealth Partners, LLC
- $233 Billion
- Q1 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Bulletshares 2024 Muni stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 36,719 shares of BSMO stock, worth $910,631. This represents 0.39% of its overall portfolio holdings.
Number of Shares
36,719
Previous 32,841
11.81%
Holding current value
$910,631
Previous $818 Million
11.2%
% of portfolio
0.39%
Previous 0.42%
Shares
2 transactions
Others Institutions Holding BSMO
# of Institutions
110Shares Held
6.71MCall Options Held
0Put Options Held
0-
Jane Street Group, LLC New York, NY646KShares$16 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA510KShares$12.7 Million0.0% of portfolio
-
Lido Advisors, LLC Los Angeles, CA431KShares$10.7 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC382KShares$9.48 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC278KShares$6.89 Million0.0% of portfolio