Marietta Wealth Management, LLC Invesco ETF Self Indexed Fd Tr Transaction History
Marietta Wealth Management, LLC
- $762 Million
- Q3 2025
A detailed history of Marietta Wealth Management, LLC transactions in Invesco ETF Self Indexed Fd Tr stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 34,012 shares of BSMV stock, worth $718,673. This represents 0.09% of its overall portfolio holdings.
Number of Shares
34,012
Previous 24,351
39.67%
Holding current value
$718,673
Previous $502,000
42.23%
% of portfolio
0.09%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding BSMV
# of Institutions
74Shares Held
4.41MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC381KShares$8.05 Million0.0% of portfolio
-
Farmer Steven Patrick275KShares$5.82 Million0.09% of portfolio
-
Central Valley Advisors, LLC Sacramento, CA188KShares$3.97 Million1.22% of portfolio
-
Bank Of America Corp Charlotte, NC180KShares$3.81 Million0.0% of portfolio
-
Precedent Wealth Partners, LLC Houston, TX178KShares$3.76 Million0.82% of portfolio