Morgan Rosel Wealth Management, LLC Invesco Exc Self Ind Tr Bullet Transaction History

Morgan Rosel Wealth Management, LLC

$366 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 25, 2025	BUY	$21.64 - $22.08 $127,914 - $130,514	5,911 New	5,911 $127,000

Others Institutions Holding BSJS

# of Institutions

124

Shares Held

11M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.38M
Shares

$30.5 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

747K
Shares

$16.5 Million
0.0% of portfolio
Morgan Stanley New York, NY

506K
Shares

$11.2 Million
0.0% of portfolio
Envestnet Asset Management Inc

486K
Shares

$10.7 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

423K
Shares

$9.34 Million
0.02% of portfolio

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