Meriwether Wealth & Planning, LLC Invesco Indx Tr Transaction History
Meriwether Wealth & Planning, LLC
- $173 Billion
- Q3 2025
A detailed history of Meriwether Wealth & Planning, LLC transactions in Invesco Indx Tr stock. As of the latest transaction made, Meriwether Wealth & Planning, LLC holds 29,591 shares of BSJR stock, worth $672,899. This represents 0.39% of its overall portfolio holdings.
Number of Shares
29,591
Previous 29,442
0.51%
Holding current value
$672,899
Previous $668 Million
0.66%
% of portfolio
0.39%
Previous 0.42%
Shares
4 transactions
Others Institutions Holding BSJR
# of Institutions
141Shares Held
15.5MCall Options Held
0Put Options Held
0-
Mirador Capital Partners LP1.35MShares$30.6 Million4.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.09MShares$24.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.03MShares$23.4 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA928KShares$21.1 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL759KShares$17.3 Million0.03% of portfolio