Total Wealth Planning, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History
Total Wealth Planning, LLC
- $605 Million
- Q3 2024
A detailed history of Total Wealth Planning, LLC transactions in Invesco Et Self Idxd Fd Tr Bul stock. As of the latest transaction made, Total Wealth Planning, LLC holds 33,637 shares of BSCO stock, worth $709,740. This represents 0.12% of its overall portfolio holdings.
Number of Shares
33,637
Previous 33,637
-0.0%
Holding current value
$709,740
Previous $708,000
0.28%
% of portfolio
0.12%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding BSCO
# of Institutions
383Shares Held
101MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA29.6MShares$624 Million3.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$87.1 Million0.04% of portfolio
-
Tru Wealth Advisors, LLC4.05MShares$85.4 Million5.29% of portfolio
-
Morgan Stanley New York, NY3.43MShares$72.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.12MShares$65.9 Million0.02% of portfolio