Precedent Wealth Partners, LLC Invesco Bulletshares 2027 Muni Transaction History
Precedent Wealth Partners, LLC
- $360 Billion
- Q1 2025
A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 115,196 shares of BSMR stock, worth $2.66 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
115,196
Previous 72,483
58.93%
Holding current value
$2.66 Million
Previous $1.71 Billion
58.59%
% of portfolio
0.75%
Previous 0.56%
Shares
6 transactions
Others Institutions Holding BSMR
# of Institutions
114Shares 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