Wingate Wealth Advisors, Inc. Invesco Exchange Self Ind Tr Transaction History
Wingate Wealth Advisors, Inc.
- $144 Billion
- Q3 2025
A detailed history of Wingate Wealth Advisors, Inc. transactions in Invesco Exchange Self Ind Tr stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 16,376 shares of BSMU stock, worth $361,090. This represents 0.25% of its overall portfolio holdings.
Number of Shares
16,376
Previous 16,257
0.73%
Holding current value
$361,090
Previous $350 Million
2.7%
% of portfolio
0.25%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding BSMU
# of Institutions
88Shares Held
5.47MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA408KShares$8.99 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC399KShares$8.81 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC231KShares$5.1 Million0.0% of portfolio
-
Central Valley Advisors, LLC Sacramento, CA180KShares$3.97 Million1.22% of portfolio
-
Atlantic Union Bankshares Corp179KShares$3.94 Million0.09% of portfolio