Vest Gen Advisors, LLC Invesco Bulletshares 2028 Muni Transaction History
Vest Gen Advisors, LLC
- $3 Trillion
- Q3 2025
A detailed history of Vest Gen Advisors, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 139,507 shares of BSMS stock, worth $3.27 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
139,507
Previous 141,405
1.34%
Holding current value
$3.27 Million
Previous $3.29 Billion
0.79%
% of portfolio
0.11%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding BSMS
# of Institutions
113Shares Held
6.61MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC427KShares$10 Million0.0% of portfolio
-
Morgan Stanley New York, NY415KShares$9.74 Million0.0% of portfolio
-
Truist Financial Corp295KShares$6.91 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC264KShares$6.19 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA256KShares$6 Million0.0% of portfolio