Modern Wealth Management, LLC Invesco Self Indexed Fd Tr Bul Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
A detailed history of Modern Wealth Management, LLC transactions in Invesco Self Indexed Fd Tr Bul stock. As of the latest transaction made, Modern Wealth Management, LLC holds 390,963 shares of BSJT stock, worth $8.39 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
390,963
Previous 355,560
9.96%
Holding current value
$8.39 Million
Previous $7.65 Million
110121.74%
% of portfolio
0.17%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding BSJT
# of Institutions
95Shares Held
10.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.28MShares$48.9 Million0.02% of portfolio
-
Legacy Financial Group LLC675KShares$14.5 Million2.46% of portfolio
-
Equitable Holdings, Inc. New York, NY625KShares$13.4 Million0.11% of portfolio
-
Mercer Global Advisors Inc Denver, CO461KShares$9.89 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA367KShares$7.88 Million0.0% of portfolio