Tpg Financial Advisors, LLC Invesco Bulletshares 2025 Muni Transaction History
Tpg Financial Advisors, LLC
- $230 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding BSMP
# of Institutions
137Shares Held
7.82MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA683KShares$16.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC382KShares$9.36 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC334KShares$8.17 Million0.0% of portfolio
-
Envestnet Asset Management Inc310KShares$7.59 Million0.0% of portfolio
-
Cwm, LLC281KShares$6.87 Million0.03% of portfolio