Valicenti Advisory Services Inc Invesco Bulletshares 2029 Muni Transaction History
Valicenti Advisory Services Inc
- $402 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding BSMT
# of Institutions
87Shares Held
5.02MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA448KShares$10.3 Million0.0% of portfolio
-
Kathmere Capital Management, LLC Wayne, PA426KShares$9.83 Million0.92% of portfolio
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Ameriprise Financial Inc Minneapolis, MN312KShares$7.19 Million0.0% of portfolio
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Hills Bank & Trust CO309KShares$7.13 Million0.56% of portfolio
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Bank Of America Corp Charlotte, NC187KShares$4.32 Million0.0% of portfolio