Atria Investments LLC Invesco Bulletshares 2027 Muni Transaction History
Atria Investments LLC
- $7.49 Billion
- Q4 2024
A detailed history of Atria Investments LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Atria Investments LLC holds 129,494 shares of BSMR stock, worth $3.05 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
129,494
Previous 90,359
43.31%
Holding current value
$3.05 Million
Previous $2.14 Million
42.74%
% of portfolio
0.04%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding BSMR
# of Institutions
115Shares Held
6.15MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY535KShares$12.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA328KShares$7.71 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC298KShares$7.02 Million0.0% of portfolio
-
Confluence Investment Management LLC274KShares$6.44 Million0.1% of portfolio
-
Key F Inancial Inc274KShares$6.44 Million1.49% of portfolio