Steward Partners Investment Advisory, LLC Invesco Bulletshares 2026 Muni Transaction History
Steward Partners Investment Advisory, LLC
- $8.95 Billion
- Q1 2024
Shares
2 transactions
Others Institutions Holding BSMQ
# of Institutions
97Shares Held
5.01MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA454KShares$10.7 Million0.0% of portfolio
-
Morgan Stanley New York, NY446KShares$10.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC291KShares$6.86 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC237KShares$5.59 Million0.01% of portfolio
-
Confluence Investment Management LLC234KShares$5.51 Million0.08% of portfolio