Horizons Wealth Management Invesco Bulletshares 2027 Muni Transaction History
Horizons Wealth Management
- $131 Million
- Q4 2024
A detailed history of Horizons Wealth Management transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Horizons Wealth Management holds 15,763 shares of BSMR stock, worth $371,691. This represents 0.29% of its overall portfolio holdings.
Number of Shares
15,763
Previous 15,763
-0.0%
Holding current value
$371,691
Previous $373,000
0.27%
% of portfolio
0.29%
Previous 0.29%
Shares
8 transactions
Others Institutions Holding BSMR
# of Institutions
95Shares Held
5.04MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY476KShares$11.2 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA282KShares$6.66 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC280KShares$6.61 Million0.0% of portfolio
-
Key F Inancial Inc273KShares$6.44 Million1.45% of portfolio
-
Confluence Investment Management LLC241KShares$5.67 Million0.08% of portfolio