A detailed history of Blue Bell Private Wealth Management, LLC transactions in Invesco Trust For Investment Grade Municipals stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 15,900 shares of VGM stock, worth $160,113. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,900
Previous 15,400 3.25%
Holding current value
$160,113
Previous $158,000 5.7%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$10.1 - $10.68 $5,050 - $5,340
500 Added 3.25%
15,900 $167,000
Q2 2024

Aug 05, 2024

BUY
$9.49 - $10.31 $146,146 - $158,774
15,400 New
15,400 $158,000

Others Institutions Holding VGM

About Invesco Trust for Investment Grade Municipals


  • Ticker VGM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Invesco Trust for Investment Grade Municipals is a closed-ended fixed income mutual fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., INVESCO Asset Management (Japan) Limited, INVESCO Asset Management Deutschland GmbH, INVESCO Asset Management Limited, Invesco Canada Ltd., Invesco Hong Kong Limited, and INVESCO Seni...
More about VGM
Track This Portfolio

Track Blue Bell Private Wealth Management, LLC Portfolio

Follow Blue Bell Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.