Lido Advisors, LLC Invesco Bulletshares 2028 Muni Transaction History

Lido Advisors, LLC

$21.7 Billion
Q4 2024

A detailed history of Lido Advisors, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Lido Advisors, LLC holds 64,181 shares of BSMS stock, worth $1.49 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

64,181

Holding current value

$1.49 Million

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$23.26 - $23.6 $1.49 Million - $1.51 Million	64,181 New	64,181 $1.5 Million

Others Institutions Holding BSMS

# of Institutions

Shares Held

3.87M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

290K
Shares

$6.72 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

254K
Shares

$5.89 Million
0.0% of portfolio
Morgan Stanley New York, NY

204K
Shares

$4.72 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

195K
Shares

$4.53 Million
0.01% of portfolio
Invesco Ltd. Atlanta, GA

184K
Shares

$4.25 Million
0.0% of portfolio

View Full List

About INVESCO BULLETSHARES 2028 MUNI

Ticker BSMS
Sector ETFs
Industry ETFs

More about BSMS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lido Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lido Advisors, LLC with notifications on news.

Account

Lido Advisors, LLC Invesco Bulletshares 2028 Muni Transaction History