Accurate Wealth Management, LLC Invesco Indx Tr Transaction History
Accurate Wealth Management, LLC
- $688 Million
- Q4 2025
A detailed history of Accurate Wealth Management, LLC transactions in Invesco Indx Tr stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 96,482 shares of BSJR stock, worth $2.18 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
96,482
Previous 14,948
545.45%
Holding current value
$2.18 Million
Previous $339,000
543.36%
% of portfolio
0.32%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding BSJR
# of Institutions
148Shares Held
17.5MCall Options Held
0Put Options Held
0-
Mirador Capital Partners LP2.12MShares$48 Million6.78% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.45MShares$32.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.07MShares$24.2 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.01MShares$22.8 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL796KShares$18 Million0.02% of portfolio