Wingate Wealth Advisors, Inc. Invesco Bulletshares 2026 Muni Transaction History
Wingate Wealth Advisors, Inc.
- $112 Billion
- Q2 2025
A detailed history of Wingate Wealth Advisors, Inc. transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 15,033 shares of BSMQ stock, worth $355,229. This represents 0.32% of its overall portfolio holdings.
Number of Shares
15,033
Previous 14,927
0.71%
Holding current value
$355,229
Previous $352 Million
0.5%
% of portfolio
0.32%
Previous 0.41%
Shares
3 transactions
Others Institutions Holding BSMQ
# of Institutions
153Shares Held
8.09MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA641KShares$15.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC501KShares$11.8 Million0.0% of portfolio
-
Morgan Stanley New York, NY463KShares$10.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC341KShares$8.05 Million0.0% of portfolio
-
Truist Financial Corp299KShares$7.06 Million0.01% of portfolio