Confluence Investment Management LLC Invesco Bulletshares 2027 Muni Transaction History
Confluence Investment Management LLC
- $6.68 Billion
- Q1 2025
A detailed history of Confluence Investment Management LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Confluence Investment Management LLC holds 273,987 shares of BSMR stock, worth $6.33 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
273,987
Previous 240,509
13.92%
Holding current value
$6.33 Million
Previous $5.68 Million
13.53%
% of portfolio
0.1%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding BSMR
# of Institutions
113Shares Held
6.22MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY535KShares$12.4 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA328KShares$7.57 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC298KShares$6.9 Million0.0% of portfolio
-
Key F Inancial Inc274KShares$6.32 Million1.49% of portfolio
-
Atlantic Union Bankshares Corp251KShares$5.79 Million0.37% of portfolio