Pacific Wealth Strategies Group, Inc. Invesco Et Self Idxd Fd Tr Bul Transaction History
Pacific Wealth Strategies Group, Inc.
- $134 Million
- Q3 2024
A detailed history of Pacific Wealth Strategies Group, Inc. transactions in Invesco Et Self Idxd Fd Tr Bul stock. As of the latest transaction made, Pacific Wealth Strategies Group, Inc. holds 83,734 shares of BSJO stock, worth $1.89 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
83,734
Previous 68,728
21.83%
Holding current value
$1.89 Million
Previous $1.56 Million
21.84%
% of portfolio
1.42%
Previous 1.29%
Shares
18 transactions
Others Institutions Holding BSJO
# of Institutions
157Shares Held
15.1MCall Options Held
0Put Options Held
0-
Mirador Capital Partners LP1.72MShares$39 Million7.16% of portfolio
-
Morgan Stanley New York, NY1.07MShares$24.2 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL753KShares$17.1 Million0.04% of portfolio
-
Envestnet Asset Management Inc634KShares$14.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC631KShares$14.3 Million0.01% of portfolio