Accurate Wealth Management, LLC Invesco Bulletshares 2026 Muni Transaction History
Accurate Wealth Management, LLC
- $663 Million
- Q3 2025
A detailed history of Accurate Wealth Management, LLC transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 28,626 shares of BSMQ stock, worth $677,004. This represents 0.1% of its overall portfolio holdings.
Number of Shares
28,626
Previous 23,724
20.66%
Holding current value
$677,004
Previous $558,000
21.15%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding BSMQ
# of Institutions
147Shares Held
8.66MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA644KShares$15.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC511KShares$12.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC390KShares$9.22 Million0.0% of portfolio
-
Invesco Ltd. Atlanta, GA332KShares$7.85 Million0.0% of portfolio
-
Morgan Stanley New York, NY312KShares$7.37 Million0.0% of portfolio