Sterling Financial Group, Inc. Invesco Bulletshares 2029 Muni Transaction History
Sterling Financial Group, Inc.
- $235 Million
- Q3 2025
A detailed history of Sterling Financial Group, Inc. transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Sterling Financial Group, Inc. holds 206,991 shares of BSMT stock, worth $4.78 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
206,991
Previous 92,500
123.77%
Holding current value
$4.78 Million
Previous $2.1 Million
127.67%
% of portfolio
2.04%
Previous 0.9%
Shares
10 transactions
Others Institutions Holding BSMT
# of Institutions
105Shares Held
6.5MCall Options Held
0Put Options Held
0-
Hills Bank & Trust CO571KShares$13.2 Million0.82% of portfolio
-
Wells Fargo & Company San Francisco, CA552KShares$12.7 Million0.0% of portfolio
-
Kathmere Capital Management, LLC Wayne, PA278KShares$6.42 Million0.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC248KShares$5.72 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC241KShares$5.56 Million0.0% of portfolio