Fsm Wealth Advisors, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History

Fsm Wealth Advisors, LLC

$298 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	BUY	$18.93 - $19.95 $283,950 - $299,250	15,000 New	15,000 $293,000

Others Institutions Holding BSCQ

# of Institutions

340

Shares Held

141M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

38.5M
Shares

$752 Million
4.14% of portfolio
Morgan Stanley New York, NY

7.15M
Shares

$140 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

6.05M
Shares

$118 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

5.33M
Shares

$104 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

4.91M
Shares

$95.9 Million
0.01% of portfolio

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