Wealth Enhancement Advisory Services, LLC Invesco Bulletshares 2027 Muni Transaction History
Wealth Enhancement Advisory Services, LLC
- $49 Billion
- Q1 2025
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 15,372 shares of BSMR stock, worth $357,399. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15,372
Previous 13,883
10.73%
Holding current value
$357,399
Previous $327,000
10.4%
% of portfolio
0.0%
Previous 0.0%
Shares
3 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
-
Lpl Financial LLC Fort Mill, SC298KShares$6.94 Million0.0% of portfolio
-
Confluence Investment Management LLC274KShares$6.37 Million0.1% of portfolio
-
Key F Inancial Inc274KShares$6.36 Million1.49% of portfolio