Monterey Private Wealth, Inc. Invesco Index Fd Tr Bulletshar Transaction History
Monterey Private Wealth, Inc.
- $303 Million
- Q4 2024
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 16,666 shares of BSCT stock, worth $305,154. This represents 0.1% of its overall portfolio holdings.
Number of Shares
16,666
Previous 13,787
20.88%
Holding current value
$305,154
Previous $259,000
17.76%
% of portfolio
0.1%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding BSCT
# of Institutions
208Shares Held
52.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.42MShares$81 Million0.01% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH2.7MShares$49.5 Million0.81% of portfolio
-
Raymond James & Associates St Petersburg, FL2.55MShares$46.7 Million0.03% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC2.41MShares$44.2 Million1.25% of portfolio
-
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE2.21MShares$40.4 Million1.54% of portfolio