Wingate Wealth Advisors, Inc. Invesco Exchange Self Ind Tr Transaction History
Wingate Wealth Advisors, Inc.
- $86.9 Billion
- Q1 2025
A detailed history of Wingate Wealth Advisors, Inc. transactions in Invesco Exchange Self Ind Tr stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 16,134 shares of BSMU stock, worth $343,331. This represents 0.4% of its overall portfolio holdings.
Number of Shares
16,134
Previous 9,171
75.92%
Holding current value
$343,331
Previous $199 Million
74.8%
% of portfolio
0.4%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding BSMU
# of Institutions
73Shares Held
4.81MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA386KShares$8.21 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC373KShares$7.93 Million0.0% of portfolio
-
Hills Bank & Trust CO341KShares$7.25 Million0.54% of portfolio
-
Confluence Investment Management LLC249KShares$5.29 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC207KShares$4.41 Million0.0% of portfolio