Segment Wealth Management, LLC Invesco Indx Tr Transaction History
Segment Wealth Management, LLC
- $1.51 Billion
- Q2 2025
A detailed history of Segment Wealth Management, LLC transactions in Invesco Indx Tr stock. As of the latest transaction made, Segment Wealth Management, LLC holds 66,170 shares of BSJR stock, worth $1.5 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
66,170
Previous 67,330
1.72%
Holding current value
$1.5 Million
Previous $1.51 Million
0.4%
% of portfolio
0.1%
Previous 0.11%
Shares
11 transactions
Others Institutions Holding BSJR
# of Institutions
132Shares Held
12.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY957KShares$21.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA940KShares$21.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC878KShares$19.9 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL744KShares$16.9 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL612KShares$13.9 Million0.01% of portfolio