Smith & Howard Wealth Management, LLC Invesco Bulletshares 2025 Muni Transaction History
Smith & Howard Wealth Management, LLC
- $354 Million
- Q3 2024
Shares
5 transactions
Others Institutions Holding BSMP
# of Institutions
118Shares Held
6.68MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA570KShares$13.9 Million0.0% of portfolio
-
Cwm, LLC332KShares$8.13 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC314KShares$7.69 Million0.0% of portfolio
-
Jane Street Group, LLC New York, NY293KShares$7.16 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC292KShares$7.14 Million0.01% of portfolio