S.E.E.D. Planning Group LLC Invesco Et Self Idxd Fd Tr Bul Transaction History
S.E.E.D. Planning Group LLC
- $269 Million
- Q2 2024
A detailed history of S.E.E.D. Planning Group LLC transactions in Invesco Et Self Idxd Fd Tr Bul stock. As of the latest transaction made, S.E.E.D. Planning Group LLC holds 85,080 shares of BSJO stock, worth $1.94 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
85,080
Previous 91,771
7.29%
Holding current value
$1.94 Million
Previous $2.09 Million
7.29%
% of portfolio
0.72%
Previous 0.78%
Shares
16 transactions
Others Institutions Holding BSJO
# of Institutions
165Shares Held
19.6MCall Options Held
0Put Options Held
0-
Mirador Capital Partners LP3.43MShares$78.1 Million14.78% of portfolio
-
Morgan Stanley New York, NY1.27MShares$28.9 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL769KShares$17.5 Million0.04% of portfolio
-
Envestnet Asset Management Inc654KShares$14.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC622KShares$14.2 Million0.01% of portfolio