Summit Investment Advisors, Inc. Invesco Indx Tr Transaction History
Summit Investment Advisors, Inc.
- $121 Billion
- Q2 2025
A detailed history of Summit Investment Advisors, Inc. transactions in Invesco Indx Tr stock. As of the latest transaction made, Summit Investment Advisors, Inc. holds 114,478 shares of BSJR stock, worth $2.59 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
114,478
Previous 106,995
6.99%
Holding current value
$2.59 Million
Previous $2.4 Billion
8.14%
% of portfolio
2.14%
Previous 2.14%
Shares
3 transactions
Others Institutions Holding BSJR
# of Institutions
147Shares Held
17.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.45MShares$32.7 Million0.01% of portfolio
-
Mirador Capital Partners LP1.35MShares$30.5 Million4.52% of portfolio
-
Morgan Stanley New York, NY1.07MShares$24.2 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.01MShares$22.8 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL796KShares$18 Million0.02% of portfolio