Summit Investment Advisory Services, LLC Invesco Indx Tr Transaction History
Summit Investment Advisory Services, LLC
- $118 Billion
- Q2 2025
A detailed history of Summit Investment Advisory Services, LLC transactions in Invesco Indx Tr stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 109,801 shares of BSJR stock, worth $2.49 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
109,801Holding current value
$2.49 Million% of portfolio
2.12%Shares
1 transactions
Others Institutions Holding BSJR
# of Institutions
137Shares Held
13.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY957KShares$21.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA940KShares$21.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC878KShares$19.9 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL759KShares$17.2 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL612KShares$13.9 Million0.01% of portfolio