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 30,360 shares of BSCR stock, worth $593,841. This represents 0.2% of its overall portfolio holdings.
Number of Shares
30,360
Previous 30,785
1.38%
Holding current value
$593,841
Previous $607,000
2.64%
% of portfolio
0.2%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding BSCR
# of Institutions
344Shares Held
102MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY8.5MShares$166 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA5.69MShares$111 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.5MShares$88 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.93MShares$76.8 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.85MShares$75.4 Million0.03% of portfolio