Code Waechter LLC Invesco Index Fd Tr Bulletshar Transaction History

Code Waechter LLC

$114 Million
Q4 2024

A detailed history of Code Waechter LLC transactions in Invesco Index Fd Tr Bulletshar stock. As of the latest transaction made, Code Waechter LLC holds 13,998 shares of BSCT stock, worth $257,283. This represents 0.22% of its overall portfolio holdings.

Number of Shares

13,998

Holding current value

$257,283

% of portfolio

0.22%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	$18.28 - $18.87 $255,883 - $264,142	13,998 New	13,998 $256,000

Others Institutions Holding BSCT

# of Institutions

209

Shares Held

53.1M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

4.42M
Shares

$81.3 Million
0.01% of portfolio
Clearstead Advisors, LLC Cleveland, OH

2.7M
Shares

$49.7 Million
0.81% of portfolio
Raymond James & Associates St Petersburg, FL

2.55M
Shares

$46.9 Million
0.03% of portfolio
Wilbanks Smith & Thomas Asset Management LLC

2.41M
Shares

$44.4 Million
1.25% of portfolio
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE

2.21M
Shares

$40.6 Million
1.54% of portfolio

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About INVESCO INDEX FD TR BULLETSHAR

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