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 $307,154. This represents 0.1% of its overall portfolio holdings.
Number of Shares
16,666
Previous 13,787
20.88%
Holding current value
$307,154
Previous $259,000
17.76%
% of portfolio
0.1%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding BSCT
# of Institutions
236Shares Held
71.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.07MShares$93.5 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.7MShares$68.3 Million0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.49MShares$64.4 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.99MShares$55.1 Million0.02% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH2.84MShares$52.3 Million0.81% of portfolio