One Ascent Financial Services LLC Invesco Bulletshares 2026 Muni Transaction History
One Ascent Financial Services LLC
- $718 Million
- Q2 2024
A detailed history of One Ascent Financial Services LLC transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, One Ascent Financial Services LLC holds 125,038 shares of BSMQ stock, worth $2.94 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
125,038
Previous 126,418
1.09%
Holding current value
$2.94 Million
Previous $2.98 Million
1.38%
% of portfolio
0.41%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding BSMQ
# of Institutions
108Shares Held
5.44MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA491KShares$11.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY332KShares$7.8 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC303KShares$7.13 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC303KShares$7.12 Million0.0% of portfolio
-
Truist Financial Corp299KShares$7.05 Million0.01% of portfolio