Straight Path Wealth Management Invesco Index Fd Tr Bulletshar Transaction History
Straight Path Wealth Management
- $208 Million
- Q3 2024
A detailed history of Straight Path Wealth Management transactions in Invesco Index Fd Tr Bulletshar stock. As of the latest transaction made, Straight Path Wealth Management holds 104,897 shares of BSCT stock, worth $1.92 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
104,897
Previous 93,579
12.09%
Holding current value
$1.92 Million
Previous $1.7 Million
16.13%
% of portfolio
0.95%
Previous 0.89%
Shares
8 transactions
Others Institutions Holding BSCT
# of Institutions
191Shares Held
49.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.42MShares$80.9 Million0.01% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH2.7MShares$49.4 Million0.81% of portfolio
-
Raymond James & Associates St Petersburg, FL2.55MShares$46.6 Million0.03% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC2.41MShares$44.1 Million1.25% of portfolio
-
Aptus Capital Advisors, LLC2.16MShares$39.5 Million0.65% of portfolio