Sarver Vrooman Wealth Advisors Invesco Bulletshares 2027 Muni Transaction History
Sarver Vrooman Wealth Advisors
- $156 Billion
- Q3 2025
A detailed history of Sarver Vrooman Wealth Advisors transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Sarver Vrooman Wealth Advisors holds 35,765 shares of BSMR stock, worth $846,557. This represents 0.54% of its overall portfolio holdings.
Number of Shares
35,765
Previous 35,185
1.65%
Holding current value
$846,557
Previous $826 Million
2.47%
% of portfolio
0.54%
Previous 0.55%
Shares
2 transactions
Others Institutions Holding BSMR
# of Institutions
130Shares Held
8.21MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY547KShares$12.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA492KShares$11.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC414KShares$9.79 Million0.0% of portfolio
-
Atlantic Union Bankshares Corp337KShares$7.98 Million0.16% of portfolio
-
Invesco Ltd. Atlanta, GA334KShares$7.91 Million0.0% of portfolio