Meriwether Wealth & Planning, LLC Invesco Indx Tr Transaction History
Meriwether Wealth & Planning, LLC
- $177 Billion
- Q4 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 29,620 shares of BSJR stock, worth $669,708. This represents 0.38% of its overall portfolio holdings.
Number of Shares
29,620
Previous 29,591
0.1%
Holding current value
$669,708
Previous $673 Million
0.45%
% of portfolio
0.38%
Previous 0.39%
Shares
5 transactions
Others Institutions Holding BSJR
# of Institutions
151Shares Held
18.3MCall Options Held
0Put Options Held
0-
Mirador Capital Partners LP2.12MShares$48 Million6.78% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.45MShares$32.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.07MShares$24.2 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.01MShares$22.8 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL796KShares$18 Million0.02% of portfolio