Straight Path Wealth Management Invesco Exc Self Ind Tr Bullet Transaction History
Straight Path Wealth Management
- $208 Million
- Q3 2024
Shares
5 transactions
Others Institutions Holding BSJS
# of Institutions
76Shares Held
6.15MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC823KShares$18.1 Million0.01% of portfolio
-
Envestnet Asset Management Inc430KShares$9.44 Million0.0% of portfolio
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Morgan Stanley New York, NY411KShares$9.03 Million0.0% of portfolio
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Steward Partners Investment Advisory, LLC383KShares$8.41 Million0.08% of portfolio
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Mercer Global Advisors Inc Denver, CO360KShares$7.91 Million0.02% of portfolio