Precedent Wealth Partners, LLC Invesco Bulletshares 2025 Muni Transaction History
Precedent Wealth Partners, LLC
- $233 Billion
- Q1 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Bulletshares 2025 Muni stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 44,964 shares of BSMP stock, worth $1.09 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
44,964
Previous 34,345
30.92%
Holding current value
$1.09 Million
Previous $843 Million
29.88%
% of portfolio
0.47%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding BSMP
# of Institutions
109Shares Held
6.76MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA531KShares$12.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY474KShares$11.5 Million0.0% of portfolio
-
Jane Street Group, LLC New York, NY393KShares$9.56 Million0.01% of portfolio
-
Cwm, LLC334KShares$8.12 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC314KShares$7.64 Million0.0% of portfolio