Monterey Private Wealth, Inc. Invesco Et Self Idxd Fd Tr Bul Transaction History
Monterey Private Wealth, Inc.
- $338 Million
- Q1 2025
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 30,660 shares of BSCR stock, worth $605,228. This represents 0.18% of its overall portfolio holdings.
Number of Shares
30,660
Previous 30,360
0.99%
Holding current value
$605,228
Previous $591,000
1.52%
% of portfolio
0.18%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding BSCR
# of Institutions
388Shares Held
182MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA64.6MShares$1.28 Billion4.05% of portfolio
-
Morgan Stanley New York, NY9.36MShares$185 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA6.61MShares$130 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.21MShares$123 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC4.89MShares$96.4 Million0.01% of portfolio