Precedent Wealth Partners, LLC Invesco Bulletshares 2028 Muni Call Options Transaction History
Precedent Wealth Partners, LLC
- $233 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BSMS
# of Institutions
55Shares Held
2.58MCall Options Held
0Put Options Held
0-
Confluence Investment Management LLC286KShares$6.67 Million0.1% of portfolio
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Morgan Stanley New York, NY209KShares$4.87 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA207KShares$4.83 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC203KShares$4.72 Million0.0% of portfolio
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Commonwealth Equity Services, LLC163KShares$3.8 Million0.01% of portfolio