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 $79,037. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,699
Previous 3,199
46.89%
Holding current value
$79,037
Previous $53,000
47.17%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding BSCU
# of Institutions
225Shares Held
81.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC7.45MShares$125 Million1.38% of portfolio
-
Morgan Stanley New York, NY5.32MShares$89.5 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.49MShares$75.5 Million0.03% of portfolio
-
Lido Advisors, LLC Los Angeles, CA4.16MShares$70 Million0.29% of portfolio
-
Tru Wealth Advisors, LLC3.88MShares$65.3 Million3.84% of portfolio