Precedent Wealth Partners, LLC Invesco Bulletshares 2026 Muni Transaction History
Precedent Wealth Partners, LLC
- $454 Billion
- Q3 2025
A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 128,677 shares of BSMQ stock, worth $3.04 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
128,677
Previous 111,085
15.84%
Holding current value
$3.04 Million
Previous $2.62 Billion
16.16%
% of portfolio
0.67%
Previous 0.64%
Shares
8 transactions
Others Institutions Holding BSMQ
# of Institutions
153Shares Held
8.09MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA641KShares$15.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC501KShares$11.8 Million0.0% of portfolio
-
Morgan Stanley New York, NY463KShares$10.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC341KShares$8.05 Million0.0% of portfolio
-
Truist Financial Corp299KShares$7.06 Million0.01% of portfolio