Wealthsource Partners, LLC Invesco Bulletshares 2024 Muni Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
 - Q4 2023
 
A detailed history of Wealthsource Partners, LLC transactions in Invesco Bulletshares 2024 Muni stock. As of the latest transaction made, Wealthsource Partners, LLC holds 9,332 shares of BSMO stock, worth $232,180. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,332
              Previous 10,075
              
        
           7.37%
        
      
          
        Holding current value
$232,180
            Previous $248,000
            
        
           6.45%
        
      
          
        % of portfolio
0.02%
            Previous 0.02%
          
        Shares
	  4 transactions
	
  Others Institutions Holding BSMO
# of Institutions
12Shares Held
272KCall Options Held
0Put Options Held
0- 
    
      Leo Brokerage, LLC63.7KShares$1.58 Million0.18% of portfolio
 - 
    
      Focus Financial Network Inc /Adv Minneapolis, MN50.7KShares$1.26 Million0.05% of portfolio
 - 
    
      Raymond James & Associates St Petersburg, FL45.3KShares$1.13 Million0.0% of portfolio
 - 
    
      Colony Group LLC Boston, MA34KShares$846,9150.01% of portfolio
 - 
    
      S.C. Financial Services, Inc.27.9KShares$694,1271.06% of portfolio