Valicenti Advisory Services Inc Invesco Bulletshares 2028 Muni Transaction History

Valicenti Advisory Services Inc

$389 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 16, 2024	BUY	$22.32 - $23.75 $188,046 - $200,093	8,425 New	8,425 $200,000

Others Institutions Holding BSMS

# of Institutions

93

Shares Held

4.1M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

290K
Shares

$6.65 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

254K
Shares

$5.83 Million
0.0% of portfolio
Morgan Stanley New York, NY

204K
Shares

$4.67 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

195K
Shares

$4.48 Million
0.01% of portfolio
Central Valley Advisors, LLC Sacramento, CA

188K
Shares

$4.31 Million
1.65% of portfolio

About INVESCO BULLETSHARES 2028 MUNI

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