Valicenti Advisory Services Inc Invesco Exchange Self Ind Tr Transaction History
Valicenti Advisory Services Inc
- $351 Million
- Q1 2024
Shares
1 transactions
Others Institutions Holding BSMU
# of Institutions
52Shares Held
2.59MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA351KShares$7.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC225KShares$4.92 Million0.0% of portfolio
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Farmer Steven Patrick177KShares$3.89 Million0.06% of portfolio
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Envision Financial Planning, LLC Memphis, TN177KShares$3.88 Million3.16% of portfolio
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Insight Wealth Partners, LLC136KShares$2.98 Million0.51% of portfolio