Horizons Wealth Management Invesco Bulletshares 2028 Muni Transaction History
Horizons Wealth Management
- $130 Million
- Q3 2024
A detailed history of Horizons Wealth Management transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Horizons Wealth Management holds 18,892 shares of BSMS stock, worth $441,128. This represents 0.34% of its overall portfolio holdings.
Number of Shares
18,892
Previous 18,892
-0.0%
Holding current value
$441,128
Previous $438,000
1.6%
% of portfolio
0.34%
Previous 0.35%
Shares
7 transactions
Others Institutions Holding BSMS
# of Institutions
65Shares Held
2.97MCall Options Held
0Put Options Held
0-
Confluence Investment Management LLC270KShares$6.3 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC214KShares$4.99 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC212KShares$4.95 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA209KShares$4.89 Million0.0% of portfolio
-
Morgan Stanley New York, NY203KShares$4.74 Million0.0% of portfolio