Beacon Pointe Advisors, LLC Invesco Exchange Self Ind Tr Transaction History
Beacon Pointe Advisors, LLC
- $8.89 Billion
- Q1 2024
A detailed history of Beacon Pointe Advisors, LLC transactions in Invesco Exchange Self Ind Tr stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 14,640 shares of BSMU stock, worth $318,566. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14,640
Previous 13,527
8.23%
Holding current value
$318,566
Previous $303,000
6.6%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding BSMU
# of Institutions
50Shares Held
2.57MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA351KShares$7.64 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC225KShares$4.89 Million0.0% of portfolio
-
Farmer Steven Patrick177KShares$3.86 Million0.06% of portfolio
-
Envision Financial Planning, LLC Memphis, TN177KShares$3.86 Million3.16% of portfolio
-
Insight Wealth Partners, LLC138KShares$3 Million0.53% of portfolio