Sterling Financial Group, Inc. Invesco Bulletshares 2028 Muni Transaction History
Sterling Financial Group, Inc.
- $166 Million
- Q2 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 16,663 shares of BSMS stock, worth $389,247. This represents 0.23% of its overall portfolio holdings.
Number of Shares
16,663
Previous 22,013
24.3%
Holding current value
$389,247
Previous $516,000
25.0%
% of portfolio
0.23%
Previous 0.32%
Shares
6 transactions
Others Institutions Holding BSMS
# of Institutions
58Shares Held
2.63MCall Options Held
0Put Options Held
0-
Confluence Investment Management LLC286KShares$6.69 Million0.1% of portfolio
-
Morgan Stanley New York, NY209KShares$4.89 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA207KShares$4.84 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC203KShares$4.74 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC163KShares$3.81 Million0.01% of portfolio