Modern Wealth Management, LLC Invesco ETF Self Indexed Fd Tr Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
A detailed history of Modern Wealth Management, LLC transactions in Invesco ETF Self Indexed Fd Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 522,239 shares of BSCV stock, worth $8.69 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
522,239
Previous 518,421
0.74%
Holding current value
$8.69 Million
Previous $8.57 Million
101556.51%
% of portfolio
0.17%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding BSCV
# of Institutions
176Shares Held
63.3MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC9.91MShares$165 Million1.3% of portfolio
-
Morgan Stanley New York, NY4.03MShares$67.1 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.74MShares$62.3 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.53MShares$58.8 Million0.02% of portfolio
-
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE2.71MShares$45.2 Million1.5% of portfolio