Marietta Wealth Management, LLC Invesco Index Fd Tr Bulletshar Transaction History
Marietta Wealth Management, LLC
- $667 Million
- Q3 2024
A detailed history of Marietta Wealth Management, LLC transactions in Invesco Index Fd Tr Bulletshar stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 321,178 shares of BSCT stock, worth $5.9 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
321,178
Previous 316,789
1.39%
Holding current value
$5.9 Million
Previous $5.75 Million
5.02%
% of portfolio
0.91%
Previous 0.92%
Shares
8 transactions
Others Institutions Holding BSCT
# of Institutions
190Shares Held
49.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.42MShares$81.2 Million0.01% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH2.7MShares$49.6 Million0.81% of portfolio
-
Raymond James & Associates St Petersburg, FL2.55MShares$46.8 Million0.03% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC2.41MShares$44.3 Million1.25% of portfolio
-
Aptus Capital Advisors, LLC2.16MShares$39.7 Million0.65% of portfolio