Straight Path Wealth Management Invesco Exc Self Ind Tr Transaction History
Straight Path Wealth Management
- $174 Million
- Q1 2024
A detailed history of Straight Path Wealth Management transactions in Invesco Exc Self Ind Tr stock. As of the latest transaction made, Straight Path Wealth Management holds 76,980 shares of BSCU stock, worth $1.25 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
76,980
Previous 23,679
225.1%
Holding current value
$1.25 Million
Previous $394,000
220.05%
% of portfolio
0.73%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding BSCU
# of Institutions
121Shares Held
30.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.41MShares$39.2 Million0.0% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC2.36MShares$38.3 Million1.09% of portfolio
-
Wells Fargo & Company San Francisco, CA2.19MShares$35.6 Million0.01% of portfolio
-
Eastern Bank1.85MShares$30.1 Million1.31% of portfolio
-
Aptus Capital Advisors, LLC1.82MShares$29.7 Million0.6% of portfolio