Beese Fulmer Investment Management, Inc. Invesco S&P Smallcap Informati Transaction History
Beese Fulmer Investment Management, Inc.
- $1.13 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding PSCT
# of Institutions
103Shares Held
2.02MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC296KShares$13.1 Million0.0% of portfolio
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Morgan Stanley New York, NY242KShares$10.7 Million0.0% of portfolio
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Goldman Sachs Group Inc New York, NY164KShares$7.27 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA97.3KShares$4.31 Million0.0% of portfolio
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Narus Financial Partners, LLC Salt Lake City, UT97KShares$4.3 Million1.32% of portfolio