Wingate Wealth Advisors, Inc. Invesco Bulletshares 2028 Muni Transaction History
Wingate Wealth Advisors, Inc.
- $102 Billion
- Q4 2024
A detailed history of Wingate Wealth Advisors, Inc. transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 8,579 shares of BSMS stock, worth $199,976. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,579Holding current value
$199,976% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding BSMS
# of Institutions
82Shares Held
3.48MCall Options Held
0Put Options Held
0-
Confluence Investment Management LLC268KShares$6.24 Million0.09% of portfolio
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Lpl Financial LLC Fort Mill, SC253KShares$5.89 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA213KShares$4.96 Million0.0% of portfolio
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Commonwealth Equity Services, LLC194KShares$4.51 Million0.01% of portfolio
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Invesco Ltd. Atlanta, GA191KShares$4.46 Million0.0% of portfolio