Valicenti Advisory Services Inc Invesco Exchange Self Ind Tr Transaction History

Valicenti Advisory Services Inc

$389 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 16, 2024	BUY	$20.62 - $22.45 $184,549 - $200,927	8,950 New	8,950 $201,000

Others Institutions Holding BSMU

# of Institutions

61

Shares Held

3.15M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

317K
Shares

$6.92 Million
0.0% of portfolio
Confluence Investment Management LLC

265K
Shares

$5.78 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

242K
Shares

$5.28 Million
0.0% of portfolio
Envision Financial Planning, LLC Memphis, TN

190K
Shares

$4.14 Million
3.16% of portfolio
Farmer Steven Patrick

177K
Shares

$3.87 Million
0.06% of portfolio

About INVESCO EXCHANGE SELF-IND TR

Ticker BSMU
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