Sterling Financial Group, Inc. Invesco Bulletshares 2028 Muni Transaction History
Sterling Financial Group, Inc.
- $177 Million
- Q3 2024
A detailed history of Sterling Financial Group, Inc. transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Sterling Financial Group, Inc. holds 27,163 shares of BSMS stock, worth $634,256. This represents 0.36% of its overall portfolio holdings.
Number of Shares
27,163
Previous 16,663
63.01%
Holding current value
$634,256
Previous $387,000
65.37%
% of portfolio
0.36%
Previous 0.23%
Shares
7 transactions
Others Institutions Holding BSMS
# of Institutions
74Shares Held
3.33MCall Options Held
0Put Options Held
0-
Confluence Investment Management LLC270KShares$6.3 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC253KShares$5.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA213KShares$4.97 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC194KShares$4.52 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA191KShares$4.46 Million0.0% of portfolio