Monterey Private Wealth, Inc. Invesco ETF Fd Tr Invesco Bull Transaction History
Monterey Private Wealth, Inc.
- $303 Million
- Q4 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Invesco ETF Fd Tr Invesco Bull stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 27,931 shares of BSCS stock, worth $564,206. This represents 0.19% of its overall portfolio holdings.
Number of Shares
27,931
Previous 25,053
11.49%
Holding current value
$564,206
Previous $515,000
9.13%
% of portfolio
0.19%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding BSCS
# of Institutions
277Shares Held
78.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.44MShares$130 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA5.19MShares$105 Million0.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.6MShares$92.8 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA4.57MShares$92.3 Million0.02% of portfolio
-
Tru Wealth Advisors, LLC4.17MShares$84.2 Million5.28% of portfolio