West Branch Capital LLC Invesco Bulletshares 2027 Muni Transaction History
West Branch Capital LLC
- $274 Million
- Q3 2024
A detailed history of West Branch Capital LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, West Branch Capital LLC holds 500 shares of BSMR stock, worth $11,810. This represents 0.0% of its overall portfolio holdings.
Number of Shares
500
Previous 500
-0.0%
Holding current value
$11,810
Previous $11,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding BSMR
# of Institutions
94Shares Held
5.02MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY476KShares$11.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA282KShares$6.67 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC280KShares$6.62 Million0.0% of portfolio
-
Key F Inancial Inc273KShares$6.45 Million1.45% of portfolio
-
Confluence Investment Management LLC241KShares$5.68 Million0.08% of portfolio