Bms Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 88,617 shares of SPGP stock, worth $9.29 Million. This represents 5.44% of its overall portfolio holdings.
Number of Shares
88,617
Previous 19,632
351.39%
Holding current value
$9.29 Million
Previous $1.67 Million
380.53%
% of portfolio
5.44%
Previous 1.17%
Shares
2 transactions
Others Institutions Holding SPGP
# of Institutions
355Shares Held
33.3MCall Options Held
10.3KPut Options Held
300-
Morgan Stanley New York, NY4.55MShares$477 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.64MShares$382 Million0.19% of portfolio
-
Envestnet Asset Management Inc2.23MShares$234 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.45MShares$152 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.39MShares$146 Million0.21% of portfolio