Confluence Investment Management LLC Invesco Bulletshares 2029 Muni Transaction History
Confluence Investment Management LLC
- $6.68 Billion
- Q1 2025
A detailed history of Confluence Investment Management LLC transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Confluence Investment Management LLC holds 235,377 shares of BSMT stock, worth $5.35 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
235,377
Previous 110,451
113.11%
Holding current value
$5.35 Million
Previous $2.53 Million
111.37%
% of portfolio
0.08%
Previous 0.04%
Shares
15 transactions
Others Institutions Holding BSMT
# of Institutions
88Shares Held
5.18MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA448KShares$10.2 Million0.0% of portfolio
-
Kathmere Capital Management, LLC Wayne, PA426KShares$9.7 Million0.92% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN312KShares$7.1 Million0.0% of portfolio
-
Hills Bank & Trust CO309KShares$7.04 Million0.56% of portfolio
-
Bank Of America Corp Charlotte, NC187KShares$4.26 Million0.0% of portfolio