Beacon Harbor Wealth Advisors, Inc. Invesco Bulletshares 2028 Muni Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $420 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding BSMS
# of Institutions
65Shares Held
2.97MCall Options Held
0Put Options Held
0-
Confluence Investment Management LLC270KShares$6.29 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC214KShares$4.99 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC212KShares$4.94 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA209KShares$4.88 Million0.0% of portfolio
-
Morgan Stanley New York, NY203KShares$4.74 Million0.0% of portfolio