Montag A & Associates Inc Invesco Exc Self Ind Tr Transaction History
Montag A & Associates Inc
- $2.02 Billion
- Q2 2025
A detailed history of Montag A & Associates Inc transactions in Invesco Exc Self Ind Tr stock. As of the latest transaction made, Montag A & Associates Inc holds 4,699 shares of BSCU stock, worth $79,883. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,699
Previous 3,199
46.89%
Holding current value
$79,883
Previous $53,000
47.17%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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
-
Morgan Stanley New York, NY5.95MShares$101 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA4.77MShares$81 Million0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.62MShares$78.6 Million0.03% of portfolio
-
Tru Wealth Advisors, LLC4.43MShares$75.3 Million4.16% of portfolio