Modern Wealth Management, LLC Invesco Bulletshares 2028 Muni Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
A detailed history of Modern Wealth Management, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Modern Wealth Management, LLC holds 48,638 shares of BSMS stock, worth $1.14 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
48,638
Previous 48,638
-0.0%
Holding current value
$1.14 Million
Previous $1.13 Million
100773.25%
% of portfolio
0.02%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding BSMS
# of Institutions
114Shares Held
6.55MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC427KShares$10 Million0.0% of portfolio
-
Morgan Stanley New York, NY415KShares$9.74 Million0.0% of portfolio
-
Truist Financial Corp295KShares$6.91 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC264KShares$6.19 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA256KShares$6 Million0.0% of portfolio