Straight Path Wealth Management Invesco Exc Self Ind Tr Transaction History
Straight Path Wealth Management
- $228 Million
- Q4 2024
A detailed history of Straight Path Wealth Management transactions in Invesco Exc Self Ind Tr stock. As of the latest transaction made, Straight Path Wealth Management holds 124,524 shares of BSCU stock, worth $2.06 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
124,524
Previous 112,393
10.79%
Holding current value
$2.06 Million
Previous $1.91 Million
6.98%
% of portfolio
0.9%
Previous 0.92%
Shares
5 transactions
Others Institutions Holding BSCU
# of Institutions
204Shares Held
65.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.63MShares$109 Million1.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.81MShares$62.9 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.56MShares$58.8 Million0.0% of portfolio
-
Tru Wealth Advisors, LLC3.28MShares$54.2 Million3.38% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH3.07MShares$50.7 Million0.78% of portfolio