Newport Capital Group, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History
Newport Capital Group, LLC
- $126 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding BSCO
# of Institutions
382Shares Held
111MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA31.5MShares$666 Million3.72% of portfolio
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Lpl Financial LLC Fort Mill, SC4.21MShares$88.8 Million0.05% of portfolio
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Morgan Stanley New York, NY4.01MShares$84.7 Million0.01% of portfolio
-
Tru Wealth Advisors, LLC3.92MShares$82.8 Million5.54% of portfolio
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Wells Fargo & Company San Francisco, CA3.79MShares$80 Million0.02% of portfolio