Congress Wealth Management LLC Invesco Index Fd Tr Bulletshar Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Invesco Index Fd Tr Bulletshar stock. As of the latest transaction made, Congress Wealth Management LLC holds 40,186 shares of BSCT stock, worth $755,496. This represents 0.01% of its overall portfolio holdings.
Number of Shares
40,186
Previous 40,047
0.35%
Holding current value
$755,496
Previous $742,000
1.21%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding BSCT
# of Institutions
310Shares Held
103MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY7.25MShares$136 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA6.08MShares$114 Million0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA5.23MShares$98.4 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.68MShares$88.1 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.75MShares$70.5 Million0.02% of portfolio