Central Valley Advisors, LLC Invesco Bulletshares 2028 Muni Transaction History
Central Valley Advisors, LLC
- $323 Billion
- Q3 2025
A detailed history of Central Valley Advisors, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Central Valley Advisors, LLC holds 186,701 shares of BSMS stock, worth $4.38 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
186,701
Previous 185,320
0.75%
Holding current value
$4.38 Million
Previous $4.3 Billion
1.55%
% of portfolio
1.35%
Previous 1.47%
Shares
3 transactions
Others Institutions Holding BSMS
# of Institutions
113Shares Held
6.61MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC427KShares$10 Million0.0% of portfolio
-
Morgan Stanley New York, NY415KShares$9.74 Million0.0% of portfolio
-
Truist Financial Corp295KShares$6.91 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC264KShares$6.19 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA256KShares$6 Million0.0% of portfolio