Bright Futures Wealth Management, Llc. Invesco Indx Tr Transaction History
Bright Futures Wealth Management, Llc.
- $87.3 Million
- Q1 2025
A detailed history of Bright Futures Wealth Management, Llc. transactions in Invesco Indx Tr stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 99,664 shares of BSJR stock, worth $2.23 Million. This represents 2.56% of its overall portfolio holdings.
Number of Shares
99,664
Previous 129,765
23.2%
Holding current value
$2.23 Million
Previous $2.91 Million
23.25%
% of portfolio
2.56%
Previous 2.87%
Shares
2 transactions
Others Institutions Holding BSJR
# of Institutions
122Shares Held
11.3MCall Options Held
0Put Options Held
0-
Gamma Investing LLC Foster City, CA1.26MShares$28.1 Million0.3% of portfolio
-
Morgan Stanley New York, NY913KShares$20.5 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA837KShares$18.7 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL722KShares$16.2 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC681KShares$15.3 Million0.01% of portfolio