Wealth Enhancement Advisory Services, LLC Invesco Bulletshares 2027 Muni Transaction History
Wealth Enhancement Advisory Services, LLC
- $49.5 Billion
- Q4 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 13,883 shares of BSMR stock, worth $326,528. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,883
Previous 13,492
2.9%
Holding current value
$326,528
Previous $318,000
2.83%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding BSMR
# of Institutions
113Shares Held
5.92MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY535KShares$12.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA328KShares$7.71 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC298KShares$7.02 Million0.0% of portfolio
-
Confluence Investment Management LLC274KShares$6.44 Million0.1% of portfolio
-
Key F Inancial Inc274KShares$6.44 Million1.49% of portfolio