Vest Gen Advisors, LLC Invesco Bulletshares 2027 Muni Transaction History
Vest Gen Advisors, LLC
- $3 Trillion
- Q3 2025
A detailed history of Vest Gen Advisors, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 202,068 shares of BSMR stock, worth $4.78 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
202,068
Previous 201,020
0.52%
Holding current value
$4.78 Million
Previous $4.74 Billion
0.84%
% of portfolio
0.16%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding BSMR
# of Institutions
130Shares Held
8.17MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY547KShares$12.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA492KShares$11.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC414KShares$9.79 Million0.0% of portfolio
-
Atlantic Union Bankshares Corp337KShares$7.98 Million0.16% of portfolio
-
Invesco Ltd. Atlanta, GA334KShares$7.91 Million0.0% of portfolio