Modern Wealth Management, LLC Invesco Exc Self Ind Tr Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
- Q2 2025
A detailed history of Modern Wealth Management, LLC transactions in Invesco Exc Self Ind Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 346,069 shares of BSCU stock, worth $5.88 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
346,069Holding current value
$5.88 Million% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding BSCU
# of Institutions
236Shares Held
88MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC7.93MShares$135 Million1.19% of portfolio
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Morgan Stanley New York, NY5.95MShares$101 Million0.01% of portfolio
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Lido Advisors, LLC Los Angeles, CA4.77MShares$81 Million0.31% of portfolio
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Raymond James Financial Inc St. Petersburg, FL4.62MShares$78.6 Million0.03% of portfolio
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Tru Wealth Advisors, LLC4.43MShares$75.3 Million4.16% of portfolio