Addison Advisors LLC Invesco Bulletshares 2028 Muni Transaction History
Addison Advisors LLC
- $336 Million
- Q4 2024
A detailed history of Addison Advisors LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Addison Advisors LLC holds 23,550 shares of BSMS stock, worth $549,892. This represents 0.16% of its overall portfolio holdings.
Number of Shares
23,550
Previous 24,705
4.68%
Holding current value
$549,892
Previous $582,000
5.67%
% of portfolio
0.16%
Previous 0.17%
Shares
7 transactions
Others Institutions Holding BSMS
# of Institutions
90Shares Held
3.95MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC290KShares$6.77 Million0.0% of portfolio
-
Confluence Investment Management LLC268KShares$6.25 Million0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA254KShares$5.94 Million0.0% of portfolio
-
Morgan Stanley New York, NY204KShares$4.76 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC195KShares$4.56 Million0.01% of portfolio