Segment Wealth Management, LLC Invesco Exc Self Ind Tr Transaction History
Segment Wealth Management, LLC
- $1.42 Billion
- Q4 2024
A detailed history of Segment Wealth Management, LLC transactions in Invesco Exc Self Ind Tr stock. As of the latest transaction made, Segment Wealth Management, LLC holds 49,470 shares of BSCU stock, worth $815,760. This represents 0.06% of its overall portfolio holdings.
Number of Shares
49,470
Previous 27,765
78.17%
Holding current value
$815,760
Previous $470,000
72.13%
% of portfolio
0.06%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding BSCU
# of Institutions
205Shares Held
65.7MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.63MShares$109 Million1.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.81MShares$62.8 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.56MShares$58.7 Million0.0% of portfolio
-
Tru Wealth Advisors, LLC3.28MShares$54.1 Million3.38% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH3.07MShares$50.6 Million0.78% of portfolio