Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Invesco Index Fd Tr Bulletshar Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.37 Billion
- Q2 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Invesco Index Fd Tr Bulletshar stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 156,038 shares of BSCT stock, worth $2.91 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
156,038
Previous 131,413
18.74%
Holding current value
$2.91 Million
Previous $2.4 Million
17.85%
% of portfolio
0.08%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding BSCT
# of Institutions
168Shares Held
42.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.27MShares$79.7 Million0.01% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH2.57MShares$48 Million0.81% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC2.41MShares$45.1 Million1.25% of portfolio
-
Wells Fargo & Company San Francisco, CA1.87MShares$35 Million0.01% of portfolio
-
Eastern Bank1.69MShares$31.5 Million1.28% of portfolio