Confluence Investment Management LLC Invesco Bulletshares 2028 Muni Put Options Transaction History

Confluence Investment Management LLC

$6.68 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding BSMS

# of Institutions

93

Shares Held

4.08M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

290K
Shares

$6.59 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

254K
Shares

$5.78 Million
0.0% of portfolio
Morgan Stanley New York, NY

204K
Shares

$4.63 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

195K
Shares

$4.44 Million
0.01% of portfolio
Central Valley Advisors, LLC Sacramento, CA

188K
Shares

$4.27 Million
1.65% of portfolio

About INVESCO BULLETSHARES 2028 MUNI

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