Masso Torrence Wealth Management Inc. Invesco Et Self Idxd Fd Tr Bul Transaction History
Masso Torrence Wealth Management Inc.
- $161 Million
- Q1 2024
A detailed history of Masso Torrence Wealth Management Inc. transactions in Invesco Et Self Idxd Fd Tr Bul stock. As of the latest transaction made, Masso Torrence Wealth Management Inc. holds 88,840 shares of BSJO stock, worth $2.02 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
88,840
Previous 88,371
0.53%
Holding current value
$2.02 Million
Previous $2.01 Million
0.65%
% of portfolio
1.25%
Previous 1.4%
Shares
8 transactions
Others Institutions Holding BSJO
# of Institutions
163Shares Held
20.8MCall Options Held
0Put Options Held
0-
Mirador Capital Partners LP3.56MShares$80.9 Million15.57% of portfolio
-
Morgan Stanley New York, NY1.27MShares$28.9 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL792KShares$18 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC714KShares$16.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA659KShares$15 Million0.0% of portfolio