Segment Wealth Management, LLC Invesco Index Fd Tr Bulletshar Transaction History
Segment Wealth Management, LLC
- $1.41 Billion
- Q3 2024
A detailed history of Segment Wealth Management, LLC transactions in Invesco Index Fd Tr Bulletshar stock. As of the latest transaction made, Segment Wealth Management, LLC holds 49,705 shares of BSCT stock, worth $914,074. This represents 0.07% of its overall portfolio holdings.
Number of Shares
49,705
Previous 50,930
2.41%
Holding current value
$914,074
Previous $924,000
1.08%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding BSCT
# of Institutions
179Shares Held
44.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.27MShares$78.5 Million0.01% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH2.57MShares$47.2 Million0.81% of portfolio
-
Raymond James & Associates St Petersburg, FL2.55MShares$46.9 Million0.03% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC2.41MShares$44.4 Million1.25% of portfolio
-
Wells Fargo & Company San Francisco, CA1.87MShares$34.4 Million0.01% of portfolio