Wealth Bridge Capital Management, LLC Invesco Bulletshares 2029 Muni Transaction History
Wealth Bridge Capital Management, LLC
- $354 Million
- Q4 2024
A detailed history of Wealth Bridge Capital Management, LLC transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 11,745 shares of BSMT stock, worth $269,195. This represents 0.08% of its overall portfolio holdings.
Number of Shares
11,745
Previous 10,467
12.21%
Holding current value
$269,195
Previous $243,000
10.7%
% of portfolio
0.08%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding BSMT
# of Institutions
87Shares Held
5.02MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA448KShares$10.3 Million0.0% of portfolio
-
Kathmere Capital Management, LLC Wayne, PA426KShares$9.77 Million0.92% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN312KShares$7.15 Million0.0% of portfolio
-
Hills Bank & Trust CO309KShares$7.09 Million0.56% of portfolio
-
Bank Of America Corp Charlotte, NC187KShares$4.3 Million0.0% of portfolio