Secure Asset Management, LLC Invesco Bulletshares 2025 Muni Transaction History
Secure Asset Management, LLC
- $632 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding BSMP
# of Institutions
128Shares Held
6.85MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA630KShares$15.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC366KShares$8.99 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC316KShares$7.77 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC292KShares$7.17 Million0.01% of portfolio
-
Cwm, LLC281KShares$6.9 Million0.03% of portfolio