Straight Path Wealth Management Invesco Et Self Idxd Fd Tr Bul Transaction History
Straight Path Wealth Management
- $190 Million
- Q2 2024
A detailed history of Straight Path Wealth Management transactions in Invesco Et Self Idxd Fd Tr Bul stock. As of the latest transaction made, Straight Path Wealth Management holds 16,358 shares of BSJO stock, worth $370,508. This represents 0.2% of its overall portfolio holdings.
Number of Shares
16,358
Previous 14,168
15.46%
Holding current value
$370,508
Previous $322,000
15.22%
% of portfolio
0.2%
Previous 0.19%
Shares
11 transactions
Others Institutions Holding BSJO
# of Institutions
162Shares Held
16.1MCall Options Held
0Put Options Held
0-
Mirador Capital Partners LP1.72MShares$39 Million7.16% of portfolio
-
Morgan Stanley New York, NY1.27MShares$28.8 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL769KShares$17.4 Million0.04% of portfolio
-
Envestnet Asset Management Inc654KShares$14.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC622KShares$14.1 Million0.01% of portfolio