Meriwether Wealth & Planning, LLC Invesco Indx Tr Transaction History

Meriwether Wealth & Planning, LLC

  • $160 Billion
  • Q2 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 29,442 shares of BSJR stock, worth $671,572. This represents 0.42% of its overall portfolio holdings.

Number of Shares
29,442
Previous 28,602 2.94%
Holding current value
$671,572
Previous $641 Million 4.32%
% of portfolio
0.42%
Previous 0.42%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
$21.81 - $22.71 $18,320 - $19,076
840 Added 2.94%
29,442 $668 Million
Q1 2025

Apr 21, 2025
BUY
$22.4 - $22.69 $278,297 - $281,900
12,424 Added 76.8%
28,602 $641 Million
Q4 2024

Feb 07, 2025
BUY
$22.37 - $22.7 $361,901 - $367,240
16,178 New
16,178 $362 Million

Others Institutions Holding BSJR

# of Institutions
141
Shares Held
14.1M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO INDX TR

BSJR Quotes by TradingView
  • Ticker BSJR
  • Sector ETFs
  • Industry ETFs
More about BSJR
Track This Portfolio

Track Meriwether Wealth & Planning, LLC Portfolio

Follow Meriwether Wealth & Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meriwether Wealth & Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meriwether Wealth & Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email