Monterey Private Wealth, Inc. Invesco Et Sf Idxd Fd Tr Bulle Transaction History
Monterey Private Wealth, Inc.
- $338 Million
- Q1 2025
A detailed history of Monterey Private Wealth, Inc. transactions in Invesco Et Sf Idxd Fd Tr Bulle stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 9,207 shares of BSJP stock, worth $212,497. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,207
Previous 9,080
1.4%
Holding current value
$212,497
Previous $209,000
1.44%
% of portfolio
0.06%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding BSJP
# of Institutions
193Shares Held
25.7MCall Options Held
0Put Options Held
0-
Mirador Capital Partners LP2.28MShares$52.6 Million9.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.94MShares$44.8 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.38MShares$31.9 Million0.06% of portfolio
-
Milestone Asset Management, LLC Pittsburgh, PA1.29MShares$29.8 Million6.34% of portfolio
-
Morgan Stanley New York, NY1.08MShares$24.9 Million0.0% of portfolio