Summit Wealth Partners, LLC Invesco Et Seld Idxd Fd Tr Bul Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Invesco Et Seld Idxd Fd Tr Bul stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 17,505 shares of BSCP stock, worth $361,128. This represents 0.07% of its overall portfolio holdings.

Number of Shares

17,505

Previous 21,474 18.48%

Holding current value

$361,128

Previous $439 Million 17.69%

% of portfolio

0.07%

Previous 0.09%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$20.47 - $20.71 $81,245 - $82,197	-3,969 Reduced 18.48%	17,505 $361 Million
Q2 2023 Sep 11, 2024	BUY	$20.11 - $20.4 $25,157 - $25,520	1,251 Added 6.19%	21,474 $432 Million
Q4 2022 Sep 11, 2024	SELL	$19.78 - $20.27 $28,621 - $29,330	-1,447 Reduced 6.68%	20,223 $407 Million
Q3 2022 Sep 11, 2024	SELL	$19.86 - $20.73 $160,866 - $167,913	-8,100 Reduced 27.21%	21,670 $432 Million
Q2 2022 Sep 11, 2024	SELL	$20.17 - $20.9 $91,027 - $94,321	-4,513 Reduced 13.16%	29,770 $608 Million
Q4 2021 Sep 10, 2024	SELL	$21.86 - $22.24 $2,994 - $3,046	-137 Reduced 0.4%	34,283 $751 Million
Q3 2021 Sep 10, 2024	BUY	$22.18 - $22.41 $10,202 - $10,308	460 Added 1.35%	34,420 $764 Million
Q2 2021 Sep 10, 2024	SELL	$22.15 - $22.41 $5,670 - $5,736	-256 Reduced 0.75%	33,960 $758 Million
Q1 2021 Sep 10, 2024	SELL	$22.08 - $22.6 $29,145 - $29,832	-1,320 Reduced 3.71%	34,216 $758 Million
Q4 2020 Sep 10, 2024	SELL	$22.34 - $22.63 $10,879 - $11,020	-487 Reduced 1.35%	35,536 $804 Million
Q3 2020 Sep 10, 2024	BUY	$22.22 - $22.54 $333 - $338	15 Added 0.04%	36,023 $805 Million
Q2 2020 Sep 10, 2024	BUY	$20.45 - $22.34 $2,392 - $2,613	117 Added 0.33%	36,008 $800 Million
Q1 2020 Sep 10, 2024	BUY	$18.67 - $22.11 $2,595 - $3,073	139 Added 0.39%	35,891 $738 Million
Q4 2019 Sep 09, 2024	BUY	$21.3 - $21.54 $761,517 - $770,098	35,752 New	35,752 $768 Million

Others Institutions Holding BSCP

# of Institutions

386

Shares Held

153M

Call Options Held

Put Options Held

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About INVESCO ET SELD IDXD FD TR BUL

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Summit Wealth Partners, LLC Invesco Et Seld Idxd Fd Tr Bul Transaction History