Nelson, Van Denburg & Campbell Wealth Management Group, LLC Invesco Bulletshares 2027 Muni Transaction History
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.53 Billion
- Q1 2025
A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 157,492 shares of BSMR stock, worth $3.64 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
157,492
Previous 128,236
22.81%
Holding current value
$3.64 Million
Previous $3.03 Million
22.54%
% of portfolio
0.15%
Previous 0.12%
Shares
9 transactions
Others Institutions Holding BSMR
# of Institutions
113Shares Held
6.22MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY535KShares$12.4 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA328KShares$7.57 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC298KShares$6.9 Million0.0% of portfolio
-
Confluence Investment Management LLC274KShares$6.33 Million0.1% of portfolio
-
Key F Inancial Inc274KShares$6.32 Million1.49% of portfolio