Accurate Wealth Management, LLC Invesco Bulletshares 2026 Muni Transaction History
Accurate Wealth Management, LLC
- $688 Million
- Q4 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 33,535 shares of BSMQ stock, worth $793,102. This represents 0.12% of its overall portfolio holdings.
Number of Shares
33,535
Previous 28,626
17.15%
Holding current value
$793,102
Previous $676,000
17.31%
% of portfolio
0.12%
Previous 0.1%
Shares
3 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