Monterey Private Wealth, Inc. Invesco Index Fd Tr Bulletshar Transaction History
Monterey Private Wealth, Inc.
- $293 Million
- Q3 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Invesco Index Fd Tr Bulletshar stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 13,787 shares of BSCT stock, worth $252,026. This represents 0.09% of its overall portfolio holdings.
Number of Shares
13,787Holding current value
$252,026% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding BSCT
# of Institutions
191Shares Held
49.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.42MShares$80.9 Million0.01% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH2.7MShares$49.4 Million0.81% of portfolio
-
Raymond James & Associates St Petersburg, FL2.55MShares$46.6 Million0.03% of portfolio
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Wilbanks Smith & Thomas Asset Management LLC2.41MShares$44.1 Million1.25% of portfolio
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Aptus Capital Advisors, LLC2.16MShares$39.5 Million0.65% of portfolio