Addison Advisors LLC Invesco Bulletshares 2027 Muni Transaction History
Addison Advisors LLC
- $336 Million
- Q4 2024
A detailed history of Addison Advisors LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Addison Advisors LLC holds 20,510 shares of BSMR stock, worth $484,446. This represents 0.14% of its overall portfolio holdings.
Number of Shares
20,510
Previous 20,610
0.49%
Holding current value
$484,446
Previous $488,000
0.82%
% of portfolio
0.14%
Previous 0.14%
Shares
7 transactions
Others Institutions Holding BSMR
# of Institutions
112Shares Held
5.87MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY535KShares$12.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA328KShares$7.74 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC298KShares$7.05 Million0.0% of portfolio
-
Key F Inancial Inc274KShares$6.46 Million1.49% of portfolio
-
Atlantic Union Bankshares Corp251KShares$5.92 Million0.37% of portfolio