Meriwether Wealth & Planning, LLC Invesco Indx Tr Transaction History
Meriwether Wealth & Planning, LLC
- $153 Billion
- Q1 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 28,602 shares of BSJR stock, worth $646,119. This represents 0.42% of its overall portfolio holdings.
Number of Shares
28,602
Previous 16,178
76.8%
Holding current value
$646,119
Previous $362 Million
76.83%
% of portfolio
0.42%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding BSJR
# of Institutions
127Shares Held
13.2MCall Options Held
0Put Options Held
0-
Gamma Investing LLC Foster City, CA1.26MShares$28.4 Million0.3% of portfolio
-
Morgan Stanley New York, NY957KShares$21.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA940KShares$21.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC878KShares$19.8 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL744KShares$16.8 Million0.03% of portfolio