Monterey Private Wealth, Inc. Invesco Et Self Idxd Fd Tr Bul Transaction History
Monterey Private Wealth, Inc.
- $303 Million
- Q4 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Invesco Et Self Idxd Fd Tr Bul stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 24,701 shares of BSCQ stock, worth $481,175. This represents 0.16% of its overall portfolio holdings.
Number of Shares
24,701
Previous 20,065
23.1%
Holding current value
$481,175
Previous $392,000
22.19%
% of portfolio
0.16%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding BSCQ
# of Institutions
395Shares Held
187MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA62.6MShares$1.22 Billion5.6% of portfolio
-
Ubs Group Ag10.3MShares$200 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA7.03MShares$137 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.93MShares$135 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.62MShares$109 Million0.05% of portfolio