Modern Wealth Management, LLC Invesco Indx Tr Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
- Q2 2025
A detailed history of Modern Wealth Management, LLC transactions in Invesco Indx Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 223,347 shares of BSJR stock, worth $5.07 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
223,347Holding current value
$5.07 Million% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding BSJR
# of Institutions
141Shares Held
13.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.09MShares$24.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.03MShares$23.4 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA928KShares$21.1 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL759KShares$17.2 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL664KShares$15.1 Million0.01% of portfolio