Modern Wealth Management, LLC Invesco Indx Tr Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Invesco Indx Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 239,064 shares of BSJR stock, worth $5.41 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
239,064
Previous 223,347 7.04%
Holding current value
$5.41 Million
Previous $5.07 Million 107082.91%
% of portfolio
0.11%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$22.64 - $22.85 $355,832 - $359,133
15,717 Added 7.04%
239,064 $5.44 Billion
Q2 2025

Aug 14, 2025
BUY
$21.81 - $22.71 $4.87 Million - $5.07 Million
223,347 New
223,347 $5.07 Million

Others Institutions Holding BSJR

# of Institutions
149
Shares Held
18.2M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO INDX TR

BSJR Quotes by TradingView
  • Ticker BSJR
  • Sector ETFs
  • Industry ETFs
More about BSJR
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