Coastal Bridge Advisors, LLC Invesco Bulletshares 2027 Muni Transaction History
Coastal Bridge Advisors, LLC
- $1.19 Billion
- Q3 2025
A detailed history of Coastal Bridge Advisors, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Coastal Bridge Advisors, LLC holds 10,272 shares of BSMR stock, worth $243,138. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,272
Previous 8,554
20.08%
Holding current value
$243,138
Previous $200,000
21.5%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding BSMR
# of Institutions
130Shares Held
8.17MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY547KShares$12.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA492KShares$11.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC414KShares$9.79 Million0.0% of portfolio
-
Atlantic Union Bankshares Corp337KShares$7.98 Million0.16% of portfolio
-
Invesco Ltd. Atlanta, GA334KShares$7.91 Million0.0% of portfolio