Precedent Wealth Partners, LLC Invesco Bulletshares 2028 Muni Transaction History
Precedent Wealth Partners, LLC
- $477 Billion
- Q4 2025
A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 158,066 shares of BSMS stock, worth $3.71 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
158,066
Previous 146,298
8.04%
Holding current value
$3.71 Million
Previous $3.43 Billion
8.44%
% of portfolio
0.78%
Previous 0.75%
Shares
9 transactions
Others Institutions Holding BSMS
# of Institutions
112Shares Held
6.49MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC427KShares$10 Million0.0% of portfolio
-
Morgan Stanley New York, NY415KShares$9.74 Million0.0% of portfolio
-
Truist Financial Corp295KShares$6.91 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC264KShares$6.19 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA256KShares$6 Million0.0% of portfolio