Monterey Private Wealth, Inc. Invesco Exc Self Ind Tr Call Options Transaction History

Monterey Private Wealth, Inc.

$293 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BSCU

# of Institutions

166

Shares Held

46.5M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

3.35M
Shares

$55 Million
0.91% of portfolio
Clearstead Advisors, LLC Cleveland, OH

2.9M
Shares

$47.6 Million
0.78% of portfolio
Raymond James & Associates St Petersburg, FL

2.59M
Shares

$42.5 Million
0.03% of portfolio
Invesco Ltd. Atlanta, GA

2.44M
Shares

$40.1 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.4M
Shares

$39.3 Million
0.01% of portfolio

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