Straight Path Wealth Management Invesco Et Self Idxd Fd Tr Bul Transaction History
Straight Path Wealth Management
- $208 Million
- Q3 2024
A detailed history of Straight Path Wealth Management transactions in Invesco Et Self Idxd Fd Tr Bul stock. As of the latest transaction made, Straight Path Wealth Management holds 16,451 shares of BSJO stock, worth $373,108. This represents 0.18% of its overall portfolio holdings.
Number of Shares
16,451
Previous 16,358
0.57%
Holding current value
$373,108
Previous $371,000
0.54%
% of portfolio
0.18%
Previous 0.2%
Shares
12 transactions
Others Institutions Holding BSJO
# of Institutions
155Shares Held
15MCall Options Held
0Put Options Held
0-
Mirador Capital Partners LP1.72MShares$39.1 Million7.16% of portfolio
-
Morgan Stanley New York, NY1.07MShares$24.2 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL753KShares$17.1 Million0.04% of portfolio
-
Envestnet Asset Management Inc634KShares$14.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC631KShares$14.3 Million0.01% of portfolio