Cornerstone Wealth Management, LLC Invesco Bulletshares 2026 Muni Transaction History
Cornerstone Wealth Management, LLC
- $1.44 Billion
- Q4 2024
A detailed history of Cornerstone Wealth Management, LLC transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 42,451 shares of BSMQ stock, worth $1.01 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
42,451
Previous 38,411
10.52%
Holding current value
$1.01 Million
Previous $911,000
9.77%
% of portfolio
0.07%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding BSMQ
# of Institutions
132Shares Held
6.78MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA599KShares$14.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY377KShares$8.95 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC360KShares$8.53 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC315KShares$7.47 Million0.01% of portfolio
-
Truist Financial Corp300KShares$7.12 Million0.01% of portfolio