Segment Wealth Management, LLC Invesco Exc Self Ind Tr Bullet Transaction History
Segment Wealth Management, LLC
- $1.32 Billion
- Q2 2024
A detailed history of Segment Wealth Management, LLC transactions in Invesco Exc Self Ind Tr Bullet stock. As of the latest transaction made, Segment Wealth Management, LLC holds 33,030 shares of BSJS stock, worth $729,963. This represents 0.05% of its overall portfolio holdings.
Number of Shares
33,030
Previous 27,360
20.72%
Holding current value
$729,963
Previous $592,000
19.76%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding BSJS
# of Institutions
61Shares Held
4.76MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC511KShares$11.3 Million0.01% of portfolio
-
Steward Partners Investment Advisory, LLC399KShares$8.82 Million0.09% of portfolio
-
Envestnet Asset Management Inc353KShares$7.8 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO317KShares$7 Million0.02% of portfolio
-
Sfe Investment Counsel Los Angeles, CA302KShares$6.68 Million1.48% of portfolio