York Bridge Wealth Partners, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 14, 2019	SELL	N/A	-2 Closed	0 $0
Q2 2018 Aug 10, 2018	BUY	N/A	2 New	2 $0

Others Institutions Holding BSCO

# of Institutions

389

Shares Held

126M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

35.5M
Shares

$749 Million
4.42% of portfolio
Wells Fargo & Company San Francisco, CA

5.6M
Shares

$118 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

5.17M
Shares

$109 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

4.79M
Shares

$101 Million
0.01% of portfolio
Morgan Stanley New York, NY

4.32M
Shares

$91.1 Million
0.01% of portfolio

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