Morgan Rosel Wealth Management, LLC Invesco Indx Tr Transaction History
Morgan Rosel Wealth Management, LLC
- $348 Million
- Q2 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 $130,161. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,734
Previous 5,734
-0.0%
Holding current value
$130,161
Previous $128,000
1.56%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding BSJR
# of Institutions
137Shares Held
13.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY957KShares$21.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA940KShares$21.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC878KShares$19.9 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL759KShares$17.2 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL612KShares$13.9 Million0.01% of portfolio