Wfa Of San Diego, LLC Invesco Indx Tr Transaction History

Wfa Of San Diego, LLC

$132 Million
Q2 2025

A detailed history of Wfa Of San Diego, LLC transactions in Invesco Indx Tr stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 4,378 shares of BSJR stock, worth $98,986. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,378

Holding current value

$98,986

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$21.81 - $22.71 $95,484 - $99,424	4,378 New	4,378 $99,000

Others Institutions Holding BSJR

# of Institutions

147

Shares Held

17.4M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.45M
Shares

$32.7 Million
0.01% of portfolio
Mirador Capital Partners LP

1.35M
Shares

$30.5 Million
4.52% of portfolio
Morgan Stanley New York, NY

1.07M
Shares

$24.2 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

1.01M
Shares

$22.8 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

796K
Shares

$18 Million
0.02% of portfolio

View Full List

About INVESCO INDX TR

Ticker BSJR
Sector ETFs
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