Trinity Point Wealth, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History
Trinity Point Wealth, LLC
- $689 Million
- Q4 2024
A detailed history of Trinity Point Wealth, LLC transactions in Invesco Et Self Idxd Fd Tr Bul stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 200,081 shares of BSCR stock, worth $3.95 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
200,081
Previous 175,440
14.05%
Holding current value
$3.95 Million
Previous $3.46 Million
12.66%
% of portfolio
0.57%
Previous 0.51%
Shares
3 transactions
Others Institutions Holding BSCR
# of Institutions
384Shares Held
166MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA49.6MShares$978 Million3.76% of portfolio
-
Morgan Stanley New York, NY8.88MShares$175 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA6.22MShares$123 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.25MShares$104 Million0.04% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC5.14MShares$101 Million3.75% of portfolio