Wealthsource Partners, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Invesco Et Self Idxd Fd Tr Bul stock. As of the latest transaction made, Wealthsource Partners, LLC holds 138,794 shares of BSJO stock, worth $3.15 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
138,794
Previous 119,184
16.45%
Holding current value
$3.15 Million
Previous $2.68 Million
17.66%
% of portfolio
0.21%
Previous 0.18%
Shares
6 transactions
Others Institutions Holding BSJO
# of Institutions
94Shares Held
9.96MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$24.2 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL753KShares$17.1 Million0.04% of portfolio
-
Envestnet Asset Management Inc634KShares$14.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC631KShares$14.3 Million0.01% of portfolio
-
United Capital Financial Advisers, LLC Newport Beach, CA576KShares$13.1 Million0.07% of portfolio