Tpg Financial Advisors, LLC Invesco Bulletshares 2025 Muni Transaction History
Tpg Financial Advisors, LLC
- $240 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding BSMP
# of Institutions
139Shares Held
7.27MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA627KShares$15.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC432KShares$10.6 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC312KShares$7.67 Million0.0% of portfolio
-
Invesco Ltd. Atlanta, GA290KShares$7.12 Million0.0% of portfolio
-
Cwm, LLC268KShares$6.58 Million0.02% of portfolio