One Ascent Financial Services LLC Invesco Bulletshares 2027 Muni Transaction History
One Ascent Financial Services LLC
- $1.18 Billion
- Q4 2024
A detailed history of One Ascent Financial Services LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, One Ascent Financial Services LLC holds 9,608 shares of BSMR stock, worth $225,980. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,608Holding current value
$225,980% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding BSMR
# of Institutions
112Shares Held
5.87MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY535KShares$12.6 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA328KShares$7.71 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC298KShares$7.02 Million0.0% of portfolio
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Key F Inancial Inc274KShares$6.44 Million1.49% of portfolio
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Atlantic Union Bankshares Corp251KShares$5.89 Million0.37% of portfolio