Howard Wealth Management, LLC Invesco Self Indexed Fd Tr Bul Transaction History
Howard Wealth Management, LLC
- $215 Million
- Q3 2025
A detailed history of Howard Wealth Management, LLC transactions in Invesco Self Indexed Fd Tr Bul stock. As of the latest transaction made, Howard Wealth Management, LLC holds 116,474 shares of BSJT stock, worth $2.5 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
116,474
Previous 92,631
25.74%
Holding current value
$2.5 Million
Previous $1.99 Million
26.04%
% of portfolio
1.17%
Previous 1.01%
Shares
5 transactions
Others Institutions Holding BSJT
# of Institutions
95Shares Held
10.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.28MShares$48.9 Million0.02% of portfolio
-
Legacy Financial Group LLC675KShares$14.5 Million2.46% of portfolio
-
Equitable Holdings, Inc. New York, NY625KShares$13.4 Million0.11% of portfolio
-
Mercer Global Advisors Inc Denver, CO461KShares$9.89 Million0.02% of portfolio
-
Modern Wealth Management, LLC Lenexa, KS391KShares$8.39 Million0.17% of portfolio