Source Financial Advisors LLC Invesco Index Fd Tr Bulletshar Transaction History
Source Financial Advisors LLC
- $337 Million
- Q3 2024
A detailed history of Source Financial Advisors LLC transactions in Invesco Index Fd Tr Bulletshar stock. As of the latest transaction made, Source Financial Advisors LLC holds 10,574 shares of BSCT stock, worth $193,609. This represents 0.06% of its overall portfolio holdings.
Number of Shares
10,574
Previous 11,342
6.77%
Holding current value
$193,609
Previous $205,000
3.41%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding BSCT
# of Institutions
208Shares Held
52.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.42MShares$81 Million0.01% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH2.7MShares$49.5 Million0.81% of portfolio
-
Raymond James & Associates St Petersburg, FL2.55MShares$46.7 Million0.03% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC2.41MShares$44.2 Million1.25% of portfolio
-
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE2.21MShares$40.4 Million1.54% of portfolio