Pacific Wealth Strategies Group, Inc. Invesco Indx Tr Transaction History
Pacific Wealth Strategies Group, Inc.
- $162 Million
- Q3 2025
A detailed history of Pacific Wealth Strategies Group, Inc. transactions in Invesco Indx Tr stock. As of the latest transaction made, Pacific Wealth Strategies Group, Inc. holds 69,316 shares of BSJR stock, worth $1.57 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
69,316
Previous 61,125
13.4%
Holding current value
$1.57 Million
Previous $1.39 Million
13.54%
% of portfolio
0.97%
Previous 0.94%
Shares
3 transactions
Others Institutions Holding BSJR
# of Institutions
147Shares Held
17.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.45MShares$32.7 Million0.01% of portfolio
-
Mirador Capital Partners LP1.35MShares$30.5 Million4.52% of portfolio
-
Morgan Stanley New York, NY1.07MShares$24.2 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.01MShares$22.8 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL796KShares$18 Million0.02% of portfolio