Vest Gen Advisors, LLC Invesco Bulletshares 2027 Muni Transaction History
Vest Gen Advisors, LLC
- $2.2 Trillion
- Q1 2025
A detailed history of Vest Gen Advisors, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 196,315 shares of BSMR stock, worth $4.6 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
196,315Holding current value
$4.6 Million% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding BSMR
# of Institutions
117Shares Held
6.97MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY541KShares$12.7 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA441KShares$10.3 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC339KShares$7.94 Million0.0% of portfolio
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Key F Inancial Inc284KShares$6.65 Million1.47% of portfolio
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Atlantic Union Bankshares Corp279KShares$6.54 Million0.43% of portfolio