Warren Averett Asset Management, LLC Invesco Bulletshares 2026 Muni Transaction History
Warren Averett Asset Management, LLC
- $5.34 Billion
- Q3 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 10,902 shares of BSMQ stock, worth $256,960. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,902
Previous 8,585
26.99%
Holding current value
$256,960
Previous $201,000
28.36%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding BSMQ
# of Institutions
114Shares Held
5.96MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA549KShares$12.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC353KShares$8.31 Million0.0% of portfolio
-
Morgan Stanley New York, NY341KShares$8.03 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC303KShares$7.14 Million0.01% of portfolio
-
Truist Financial Corp302KShares$7.11 Million0.01% of portfolio