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 30,660 shares of BSCR stock, worth $605,535. This represents 0.18% of its overall portfolio holdings.
Number of Shares
30,660
Previous 30,360
0.99%
Holding current value
$605,535
Previous $591,000
1.52%
% of portfolio
0.18%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding BSCR
# of Institutions
384Shares Held
166MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA49.6MShares$979 Million3.76% of portfolio
-
Morgan Stanley New York, NY8.88MShares$175 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA6.22MShares$123 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.25MShares$104 Million0.04% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC5.14MShares$102 Million3.75% of portfolio