Gradient Capital Advisors, LLC Invesco Exchange Self Ind Tr Transaction History
Gradient Capital Advisors, LLC
- $278 Million
- Q2 2024
A detailed history of Gradient Capital Advisors, LLC transactions in Invesco Exchange Self Ind Tr stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 9,381 shares of BSMU stock, worth $207,695. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,381
Previous 9,381
-0.0%
Holding current value
$207,695
Previous $207,000
1.45%
% of portfolio
0.07%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding BSMU
# of Institutions
55Shares Held
2.78MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA317KShares$7.03 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC242KShares$5.36 Million0.0% of portfolio
-
Envision Financial Planning, LLC Memphis, TN190KShares$4.21 Million3.16% of portfolio
-
Farmer Steven Patrick177KShares$3.93 Million0.06% of portfolio
-
Insight Wealth Partners, LLC136KShares$3.01 Million0.51% of portfolio