Wingate Wealth Advisors, Inc. Invesco Bulletshares 2027 Muni Transaction History
Wingate Wealth Advisors, Inc.
- $102 Billion
- Q4 2024
A detailed history of Wingate Wealth Advisors, Inc. transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 8,494 shares of BSMR stock, worth $200,798. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,494Holding current value
$200,798% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding BSMR
# of Institutions
103Shares Held
5.26MCall 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
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Lpl Financial LLC Fort Mill, SC280KShares$6.63 Million0.0% of portfolio
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Key F Inancial Inc273KShares$6.46 Million1.45% of portfolio
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Confluence Investment Management LLC241KShares$5.69 Million0.08% of portfolio