Howard Wealth Management, LLC Invesco Bulletshares 2027 Muni Transaction History
Howard Wealth Management, LLC
- $171 Million
- Q3 2024
A detailed history of Howard Wealth Management, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Howard Wealth Management, LLC holds 10,670 shares of BSMR stock, worth $251,918. This represents 0.15% of its overall portfolio holdings.
Number of Shares
10,670Holding current value
$251,918% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding BSMR
# of Institutions
94Shares Held
5.03MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY476KShares$11.2 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA282KShares$6.67 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC280KShares$6.62 Million0.0% of portfolio
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Key F Inancial Inc273KShares$6.45 Million1.45% of portfolio
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Confluence Investment Management LLC243KShares$5.75 Million0.08% of portfolio