Monterey Private Wealth, Inc. Invesco Exc Self Ind Tr Transaction History
Monterey Private Wealth, Inc.
- $303 Million
- Q4 2024
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 16,012 shares of BSCU stock, worth $262,917. This represents 0.09% of its overall portfolio holdings.
Number of Shares
16,012
Previous 15,826
1.18%
Holding current value
$262,917
Previous $268,000
2.24%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding BSCU
# of Institutions
180Shares Held
49.3MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC3.35MShares$55 Million0.91% of portfolio
-
Tru Wealth Advisors, LLC3.28MShares$53.8 Million3.38% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH2.9MShares$47.6 Million0.78% of portfolio
-
Raymond James & Associates St Petersburg, FL2.59MShares$42.5 Million0.03% of portfolio
-
Invesco Ltd. Atlanta, GA2.44MShares$40.1 Million0.01% of portfolio