Sentinel Pension Advisors Inc Invesco Bulletshares 2027 Muni Transaction History
Sentinel Pension Advisors Inc
- $523 Million
- Q4 2024
A detailed history of Sentinel Pension Advisors Inc transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Sentinel Pension Advisors Inc holds 27,487 shares of BSMR stock, worth $646,494. This represents 0.12% of its overall portfolio holdings.
Number of Shares
27,487
Previous 19,900
38.13%
Holding current value
$646,494
Previous $471,000
37.58%
% of portfolio
0.12%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding BSMR
# of Institutions
114Shares Held
5.92MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY535KShares$12.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA328KShares$7.71 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC298KShares$7.02 Million0.0% of portfolio
-
Confluence Investment Management LLC274KShares$6.44 Million0.1% of portfolio
-
Key F Inancial Inc274KShares$6.44 Million1.49% of portfolio