Precedent Wealth Partners, LLC Invesco Bulletshares 2026 Muni Transaction History
Precedent Wealth Partners, LLC
- $360 Billion
- Q1 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 101,039 shares of BSMQ stock, worth $2.36 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
101,039
Previous 68,704
47.06%
Holding current value
$2.36 Million
Previous $1.62 Billion
47.31%
% of portfolio
0.66%
Previous 0.53%
Shares
6 transactions
Others Institutions Holding BSMQ
# of Institutions
136Shares Held
7.08MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA599KShares$14 Million0.0% of portfolio
-
Morgan Stanley New York, NY377KShares$8.83 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC360KShares$8.42 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC315KShares$7.37 Million0.01% of portfolio
-
Truist Financial Corp302KShares$7.07 Million0.01% of portfolio