Sterling Financial Group, Inc. Invesco Bulletshares 2029 Muni Transaction History
Sterling Financial Group, Inc.
- $232 Million
- Q2 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 92,500 shares of BSMT stock, worth $2.12 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
92,500
Previous 93,001
0.54%
Holding current value
$2.12 Million
Previous $2.11 Million
0.66%
% of portfolio
0.9%
Previous 0.96%
Shares
9 transactions
Others Institutions Holding BSMT
# of Institutions
99Shares Held
6.17MCall Options Held
0Put Options Held
0-
Hills Bank & Trust CO611KShares$14 Million0.92% of portfolio
-
Wells Fargo & Company San Francisco, CA495KShares$11.3 Million0.0% of portfolio
-
Kathmere Capital Management, LLC Wayne, PA287KShares$6.56 Million0.53% of portfolio
-
Bank Of America Corp Charlotte, NC235KShares$5.38 Million0.0% of portfolio
-
Confluence Investment Management LLC227KShares$5.2 Million0.08% of portfolio