Morgan Rosel Wealth Management, LLC Invesco Indx Tr Transaction History
Morgan Rosel Wealth Management, LLC
- $313 Million
- Q1 2025
A detailed history of Morgan Rosel Wealth Management, LLC transactions in Invesco Indx Tr stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 5,734 shares of BSJR stock, worth $128,556. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,734Holding current value
$128,556% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding BSJR
# of Institutions
123Shares Held
10.9MCall Options Held
0Put Options Held
0-
Gamma Investing LLC Foster City, CA1.26MShares$28.1 Million0.3% of portfolio
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Morgan Stanley New York, NY913KShares$20.5 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA837KShares$18.8 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL722KShares$16.2 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC681KShares$15.3 Million0.01% of portfolio