Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Invesco Bulletshares 2028 Municipal Bond Etf (BSMS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 47    6
Total shares held : 
1,757,772  
% of shares held : 
1.95%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  15  
Amount of shares held : 
328,641  
% of shares held change : 
  0.37%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 134,949
 7.68%
 
Increased Positions :
19
 394,537
 22.45%
 
Unchanged Positions :
8
 114,813
 6.53%
 
Decreased Positions :
10
-58,105
-3.31%
 
Closed Positions :
4
-142,740
-8.12%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   SAVANT CAPITAL MANAGEMENT INC 656 - 2024-03-31 28,463 $668,000 0
   Royal Harbor Partners LLC 37 - 2024-03-31 19,804 $465,000 0
   Horizons Wealth Management 38 - 2024-03-31 18,919 $449,000 0
   Private Advisor Group LLC 1683 - 2024-03-31 16,097 $378,000 0
   Cooksen Wealth LLC 37 - 2024-03-31 15,048 $353,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 949 - 2024-03-31 7,187 $169,000 0
   Davis Capital Management 140 - 2024-03-31 1,810 $42,000 0
   PROEQUITIES INC. 8828 - 2024-03-31 0 $0 0

  8 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results