Straight Path Wealth Management Invesco Exc Self Ind Tr Transaction History
Straight Path Wealth Management
- $218 Million
- Q1 2025
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 142,278 shares of BSCU stock, worth $2.37 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
142,278
Previous 124,524
14.26%
Holding current value
$2.37 Million
Previous $2.04 Million
15.8%
% of portfolio
1.08%
Previous 0.9%
Shares
6 transactions
Others Institutions Holding BSCU
# of Institutions
213Shares Held
78.9MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC7.45MShares$124 Million1.38% of portfolio
-
Morgan Stanley New York, NY5.32MShares$88.5 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.49MShares$74.7 Million0.03% of portfolio
-
Lido Advisors, LLC Los Angeles, CA4.16MShares$69.3 Million0.29% of portfolio
-
Tru Wealth Advisors, LLC3.4MShares$56.5 Million3.61% of portfolio