Harrison & CO Wealth Management, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History
Harrison & CO Wealth Management, LLC
- $103 Million
- Q4 2022
A detailed history of Harrison & CO Wealth Management, LLC transactions in Invesco Et Self Idxd Fd Tr Bul stock. As of the latest transaction made, Harrison & CO Wealth Management, LLC holds 103,256 shares of BSJO stock, worth $2.34 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
103,256
Previous 101,260
1.97%
Holding current value
$2.34 Million
Previous $2.19 Million
4.34%
% of portfolio
2.23%
Previous 2.32%
Shares
5 transactions
Others Institutions Holding BSJO
# of Institutions
162Shares Held
16.1MCall Options Held
0Put Options Held
0-
Mirador Capital Partners LP1.72MShares$39 Million7.16% of portfolio
-
Morgan Stanley New York, NY1.27MShares$28.8 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL769KShares$17.4 Million0.04% of portfolio
-
Envestnet Asset Management Inc654KShares$14.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC622KShares$14.1 Million0.01% of portfolio