Delta Wealth Advisors LLC Invesco Indx Tr Transaction History
Delta Wealth Advisors LLC
- $119 Billion
- Q2 2025
Shares
3 transactions
Others Institutions Holding BSJR
# of Institutions
141Shares Held
15.5MCall Options Held
0Put Options Held
0-
Mirador Capital Partners LP1.35MShares$30.5 Million4.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.09MShares$24.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.03MShares$23.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA928KShares$21 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL759KShares$17.2 Million0.03% of portfolio