Precedent Wealth Partners, LLC Invesco Bulletshares 2027 Muni Transaction History
Precedent Wealth Partners, LLC
- $248 Billion
- Q2 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 57,926 shares of BSMR stock, worth $1.37 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
57,926
Previous 48,637
19.1%
Holding current value
$1.37 Million
Previous $1.15 Billion
18.22%
% of portfolio
0.55%
Previous 0.49%
Shares
3 transactions
Others Institutions Holding BSMR
# of Institutions
83Shares Held
4.44MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY503KShares$11.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC309KShares$7.32 Million0.0% of portfolio
-
Confluence Investment Management LLC258KShares$6.13 Million0.09% of portfolio
-
Key F Inancial Inc252KShares$5.97 Million1.43% of portfolio
-
Jane Street Group, LLC New York, NY246KShares$5.84 Million0.01% of portfolio