Insight Wealth Partners, LLC Invesco Exchange Self Ind Tr Transaction History
Insight Wealth Partners, LLC
- $498 Million
- Q3 2024
A detailed history of Insight Wealth Partners, LLC transactions in Invesco Exchange Self Ind Tr stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 134,853 shares of BSMU stock, worth $2.93 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
134,853
Previous 135,972
0.82%
Holding current value
$2.93 Million
Previous $2.96 Million
0.88%
% of portfolio
0.6%
Previous 0.51%
Shares
8 transactions
Others Institutions Holding BSMU
# of Institutions
66Shares Held
3.55MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA390KShares$8.48 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC271KShares$5.91 Million0.0% of portfolio
-
Confluence Investment Management LLC265KShares$5.77 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC196KShares$4.25 Million0.0% of portfolio
-
Envision Financial Planning, LLC Memphis, TN194KShares$4.23 Million2.27% of portfolio