Precedent Wealth Partners, LLC Invesco Bulletshares 2029 Muni Put Options Transaction History
Precedent Wealth Partners, LLC
- $306 Billion
- Q4 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding BSMT
# of Institutions
87Shares Held
5.02MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA448KShares$10.4 Million0.0% of portfolio
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Kathmere Capital Management, LLC Wayne, PA426KShares$9.85 Million0.92% of portfolio
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Ameriprise Financial Inc Minneapolis, MN312KShares$7.21 Million0.0% of portfolio
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Hills Bank & Trust CO309KShares$7.15 Million0.56% of portfolio
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Bank Of America Corp Charlotte, NC187KShares$4.33 Million0.0% of portfolio