Howard Wealth Management, LLC Invesco Indx Tr Transaction History
Howard Wealth Management, LLC
- $215 Million
- Q3 2025
A detailed history of Howard Wealth Management, LLC transactions in Invesco Indx Tr stock. As of the latest transaction made, Howard Wealth Management, LLC holds 120,596 shares of BSJR stock, worth $2.73 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
120,596
Previous 99,459
21.25%
Holding current value
$2.73 Million
Previous $2.26 Million
21.43%
% of portfolio
1.27%
Previous 1.15%
Shares
4 transactions
Others Institutions Holding BSJR
# of Institutions
149Shares Held
18.2MCall 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