Vest Gen Advisors, LLC Invesco Bulletshares 2029 Muni Transaction History
Vest Gen Advisors, LLC
- $3 Trillion
- Q3 2025
A detailed history of Vest Gen Advisors, LLC transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 135,610 shares of BSMT stock, worth $3.13 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
135,610
Previous 139,894
3.06%
Holding current value
$3.13 Million
Previous $3.2 Billion
2.19%
% of portfolio
0.1%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding BSMT
# of Institutions
106Shares Held
6.61MCall Options Held
0Put Options Held
0-
Hills Bank & Trust CO571KShares$13.2 Million0.82% of portfolio
-
Wells Fargo & Company San Francisco, CA552KShares$12.7 Million0.0% of portfolio
-
Kathmere Capital Management, LLC Wayne, PA278KShares$6.42 Million0.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC248KShares$5.72 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC241KShares$5.56 Million0.0% of portfolio