Warren Averett Asset Management, LLC Invesco Bulletshares 2027 Muni Transaction History
Warren Averett Asset Management, LLC
- $7.99 Billion
- Q1 2025
A detailed history of Warren Averett Asset Management, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 10,293 shares of BSMR stock, worth $241,267. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,293Holding current value
$241,267% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding BSMR
# of Institutions
118Shares Held
7.21MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY541KShares$12.7 Million0.0% of portfolio
-
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