Wingate Wealth Advisors, Inc. Invesco Exchange Self Ind Tr Transaction History
Wingate Wealth Advisors, Inc.
- $102 Billion
- Q4 2024
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 9,171 shares of BSMU stock, worth $201,120. This represents 0.2% of its overall portfolio holdings.
Number of Shares
9,171Holding current value
$201,120% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding BSMU
# of Institutions
73Shares Held
4.05MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA390KShares$8.54 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC271KShares$5.95 Million0.0% of portfolio
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Confluence Investment Management LLC254KShares$5.57 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC196KShares$4.29 Million0.0% of portfolio
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Envision Financial Planning, LLC Memphis, TN194KShares$4.26 Million2.27% of portfolio