Monterey Private Wealth, Inc. Invesco Et Self Idxd Fd Tr Bul Transaction History
Monterey Private Wealth, Inc.
- $338 Million
- Q1 2025
A detailed history of Monterey Private Wealth, Inc. transactions in Invesco Et Self Idxd Fd Tr Bul stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 34,620 shares of BSCQ stock, worth $676,474. This represents 0.2% of its overall portfolio holdings.
Number of Shares
34,620
Previous 24,701
40.16%
Holding current value
$676,474
Previous $479,000
40.71%
% of portfolio
0.2%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding BSCQ
# of Institutions
433Shares Held
187MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA63.1MShares$1.23 Billion5.12% of portfolio
-
Ubs Group Ag9.71MShares$190 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA7.24MShares$141 Million0.03% of portfolio
-
Morgan Stanley New York, NY7.04MShares$138 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.32MShares$123 Million0.05% of portfolio