Monterey Private Wealth, Inc. Invesco Index Fd Tr Bulletshar Transaction History

Monterey Private Wealth, Inc.

  • $338 Million
  • Q1 2025

A detailed history of Monterey Private Wealth, Inc. transactions in Invesco Index Fd Tr Bulletshar stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 28,171 shares of BSCT stock, worth $522,853. This represents 0.15% of its overall portfolio holdings.

Number of Shares
28,171
Previous 16,666 69.03%
Holding current value
$522,853
Previous $305,000 71.15%
% of portfolio
0.15%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$18.18 - $18.58 $209,160 - $213,762
11,505 Added 69.03%
28,171 $522,000
Q4 2024

Jan 16, 2025
BUY
$18.28 - $18.87 $52,628 - $54,326
2,879 Added 20.88%
16,666 $305,000
Q3 2024

Oct 03, 2024
BUY
$18.12 - $18.92 $249,820 - $260,850
13,787 New
13,787 $259,000

Others Institutions Holding BSCT

# of Institutions
270
Shares Held
86.9M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO INDEX FD TR BULLETSHAR

BSCT Quotes by TradingView
  • Ticker BSCT
  • Sector ETFs
  • Industry ETFs
More about BSCT
Track This Portfolio

Track Monterey Private Wealth, Inc. Portfolio

Follow Monterey Private Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Monterey Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Monterey Private Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email