Valicenti Advisory Services Inc Invesco Bulletshares 2029 Muni Transaction History

Valicenti Advisory Services Inc

$402 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 16, 2024	BUY	$21.83 - $23.53 $186,100 - $200,593	8,525 New	8,525 $200,000

Others Institutions Holding BSMT

# of Institutions

90

Shares Held

5.45M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

448K
Shares

$10.1 Million
0.0% of portfolio
Kathmere Capital Management, LLC Wayne, PA

426K
Shares

$9.56 Million
0.92% of portfolio
Ameriprise Financial Inc Minneapolis, MN

312K
Shares

$7 Million
0.0% of portfolio
Hills Bank & Trust CO

309K
Shares

$6.94 Million
0.56% of portfolio
Confluence Investment Management LLC

235K
Shares

$5.28 Million
0.08% of portfolio

About INVESCO BULLETSHARES 2029 MUNI

Ticker BSMT
Sector ETFs
Industry ETFs

More about BSMT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valicenti Advisory Services Inc, based on Form 13F filings with the SEC.

News

Stay updated on Valicenti Advisory Services Inc with notifications on news.