Valicenti Advisory Services Inc Invesco Exchange Self Ind Tr Transaction History

Valicenti Advisory Services Inc

$389 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 16, 2024	BUY	$20.62 - $22.45 $184,549 - $200,927	8,950 New	8,950 $201,000

Others Institutions Holding BSMU

# of Institutions

66

Shares Held

3.55M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

390K
Shares

$8.54 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

271K
Shares

$5.95 Million
0.0% of portfolio
Confluence Investment Management LLC

265K
Shares

$5.81 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

196K
Shares

$4.29 Million
0.0% of portfolio
Envision Financial Planning, LLC Memphis, TN

194K
Shares

$4.26 Million
2.27% of portfolio

About INVESCO EXCHANGE SELF-IND TR

Ticker BSMU
Sector ETFs
Industry ETFs

More about BSMU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valicenti Advisory Services Inc, based on Form 13F filings with the SEC.

News

Stay updated on Valicenti Advisory Services Inc with notifications on news.