Monterey Private Wealth, Inc. Invesco Exc Self Ind Tr Transaction History
Monterey Private Wealth, Inc.
- $338 Million
- Q1 2025
A detailed history of Monterey Private Wealth, Inc. transactions in Invesco Exc Self Ind Tr stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 16,191 shares of BSCU stock, worth $269,418. This represents 0.08% of its overall portfolio holdings.
Number of Shares
16,191
Previous 16,012
1.12%
Holding current value
$269,418
Previous $262,000
2.29%
% of portfolio
0.08%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding BSCU
# of Institutions
213Shares Held
78.9MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC7.45MShares$124 Million1.38% of portfolio
-
Morgan Stanley New York, NY5.32MShares$88.5 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.49MShares$74.7 Million0.03% of portfolio
-
Lido Advisors, LLC Los Angeles, CA4.16MShares$69.3 Million0.29% of portfolio
-
Tru Wealth Advisors, LLC3.4MShares$56.5 Million3.61% of portfolio