Wingate Wealth Advisors, Inc. Invesco Bulletshares 2029 Muni Transaction History
Wingate Wealth Advisors, Inc.
- $102 Billion
- Q4 2024
A detailed history of Wingate Wealth Advisors, Inc. transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 8,704 shares of BSMT stock, worth $200,714. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,704Holding current value
$200,714% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding BSMT
# of Institutions
87Shares Held
5.02MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA448KShares$10.3 Million0.0% of portfolio
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Kathmere Capital Management, LLC Wayne, PA426KShares$9.83 Million0.92% of portfolio
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Ameriprise Financial Inc Minneapolis, MN312KShares$7.19 Million0.0% of portfolio
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Hills Bank & Trust CO309KShares$7.13 Million0.56% of portfolio
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Bank Of America Corp Charlotte, NC187KShares$4.32 Million0.0% of portfolio