Smith & Howard Wealth Management, LLC Invesco Bulletshares 2025 Muni Transaction History
Smith & Howard Wealth Management, LLC
- $364 Million
- Q1 2025
Shares
5 transactions
Others Institutions Holding BSMP
# of Institutions
137Shares Held
7.94MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA683KShares$16.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC382KShares$9.33 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC334KShares$8.15 Million0.0% of portfolio
-
Envestnet Asset Management Inc310KShares$7.56 Million0.0% of portfolio
-
Cwm, LLC281KShares$6.85 Million0.03% of portfolio