Gradient Capital Advisors, LLC Invesco ETF Self Indexed Fd Tr Transaction History
Gradient Capital Advisors, LLC
- $270 Million
- Q1 2024
A detailed history of Gradient Capital Advisors, LLC transactions in Invesco ETF Self Indexed Fd Tr stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 19,704 shares of BSMV stock, worth $412,995. This represents 0.16% of its overall portfolio holdings.
Number of Shares
19,704
Previous 19,704
-0.0%
Holding current value
$412,995
Previous $426,000
1.64%
% of portfolio
0.16%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding BSMV
# of Institutions
38Shares Held
1.98MCall Options Held
0Put Options Held
0-
Confluence Investment Management LLC286KShares$5.99 Million0.09% of portfolio
-
Farmer Steven Patrick275KShares$5.77 Million0.09% of portfolio
-
Envision Financial Planning, LLC Memphis, TN184KShares$3.86 Million3.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC131KShares$2.74 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC125KShares$2.62 Million0.0% of portfolio