Precedent Wealth Partners, LLC Invesco Bulletshares 2025 Muni Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 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 63,891 shares of BSMP stock, worth $1.57 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
63,891
Previous 52,926
20.72%
Holding current value
$1.57 Million
Previous $1.29 Billion
21.71%
% of portfolio
0.52%
Previous 0.52%
Shares
4 transactions
Others Institutions Holding BSMP
# of Institutions
123Shares Held
6.79MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA630KShares$15.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC366KShares$8.96 Million0.0% of portfolio
-
Cwm, LLC332KShares$8.14 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC316KShares$7.75 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC292KShares$7.15 Million0.01% of portfolio