Smith & Howard Wealth Management, LLC Invesco Bulletshares 2025 Muni Transaction History
Smith & Howard Wealth Management, LLC
- $351 Million
- Q3 2025
Shares
5 transactions
Others Institutions Holding BSMP
# of Institutions
99Shares Held
5.71MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA636KShares$15.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC405KShares$9.95 Million0.0% of portfolio
-
Invesco Ltd. Atlanta, GA321KShares$7.88 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC301KShares$7.39 Million0.0% of portfolio
-
Morgan Stanley New York, NY199KShares$4.88 Million0.0% of portfolio