Precedent Wealth Partners, LLC Invesco Bulletshares 2026 Muni Call Options Transaction History
Precedent Wealth Partners, LLC
- $360 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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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
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Morgan Stanley New York, NY377KShares$8.83 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC360KShares$8.42 Million0.0% of portfolio
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Commonwealth Equity Services, LLC315KShares$7.37 Million0.01% of portfolio
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Truist Financial Corp302KShares$7.07 Million0.01% of portfolio