Segment Wealth Management, LLC Invesco Index Fd Tr Bulletshar Transaction History
Segment Wealth Management, LLC
- $1.42 Billion
- Q4 2024
A detailed history of Segment Wealth Management, LLC transactions in Invesco Index Fd Tr Bulletshar stock. As of the latest transaction made, Segment Wealth Management, LLC holds 52,720 shares of BSCT stock, worth $968,993. This represents 0.07% of its overall portfolio holdings.
Number of Shares
52,720
Previous 49,705
6.07%
Holding current value
$968,993
Previous $934,000
3.43%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding BSCT
# of Institutions
218Shares Held
54.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.42MShares$81.3 Million0.01% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH2.7MShares$49.7 Million0.81% of portfolio
-
Raymond James & Associates St Petersburg, FL2.55MShares$46.9 Million0.03% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC2.41MShares$44.4 Million1.25% of portfolio
-
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE2.21MShares$40.6 Million1.54% of portfolio