Beacon Harbor Wealth Advisors, Inc. Invesco Bulletshares 2026 Muni Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $407 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding BSMQ
# of Institutions
132Shares Held
6.78MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA599KShares$14.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY377KShares$8.94 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC360KShares$8.51 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC315KShares$7.45 Million0.01% of portfolio
-
Truist Financial Corp300KShares$7.11 Million0.01% of portfolio