Modern Wealth Management, LLC Invesco Exc Self Ind Tr Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
A detailed history of Modern Wealth Management, LLC transactions in Invesco Exc Self Ind Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 355,360 shares of BSCU stock, worth $5.99 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
355,360
Previous 346,933
2.43%
Holding current value
$5.99 Million
Previous $5.82 Million
103071.14%
% of portfolio
0.12%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding BSCU
# of Institutions
260Shares Held
101MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC8.58MShares$145 Million1.14% of portfolio
-
Morgan Stanley New York, NY7.74MShares$131 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA7.12MShares$120 Million0.38% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.88MShares$82.4 Million0.03% of portfolio
-
Tru Wealth Advisors, LLC4.55MShares$76.7 Million4.29% of portfolio