Tradition Wealth Management, LLC Invesco Bulletshares 2027 Muni Transaction History
Tradition Wealth Management, LLC
- $1.06 Billion
- Q4 2024
Shares
2 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$7.62 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC298KShares$6.94 Million0.0% of portfolio
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Confluence Investment Management LLC274KShares$6.37 Million0.1% of portfolio
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Key F Inancial Inc274KShares$6.36 Million1.49% of portfolio