Confluence Investment Management LLC Invesco Bulletshares 2026 Muni Transaction History
Confluence Investment Management LLC
- $6.68 Billion
- Q1 2025
A detailed history of Confluence Investment Management LLC transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Confluence Investment Management LLC holds 114,340 shares of BSMQ stock, worth $2.69 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
114,340
Previous 215,731
47.0%
Holding current value
$2.69 Million
Previous $5.08 Million
47.01%
% of portfolio
0.04%
Previous 0.07%
Shares
10 transactions
Others Institutions Holding BSMQ
# of Institutions
133Shares Held
6.71MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA599KShares$14.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY377KShares$8.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC360KShares$8.48 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC315KShares$7.42 Million0.01% of portfolio
-
Truist Financial Corp300KShares$7.08 Million0.01% of portfolio