Accel Wealth Management Abrdn Etfs Abrdn Bloomberg All Transaction History

Accel Wealth Management

$263 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 19, 2024	SELL	$29.71 - $31.55 $151,669 - $161,062	-5,105 Reduced 42.0%	7,051 $222,000
Q4 2023 Jan 18, 2024	SELL	$30.59 - $33.66 $430,890 - $474,134	-14,086 Reduced 53.68%	12,156 $371,000
Q3 2023 Oct 19, 2023	SELL	$32.03 - $34.11 $122,674 - $130,641	-3,830 Reduced 12.74%	26,242 $868,000
Q2 2023 Jul 24, 2023	SELL	$30.91 - $34.0 $1.69 Million - $1.86 Million	-54,828 Reduced 64.58%	30,072 $959,000
Q1 2023 Apr 20, 2023	BUY	$32.08 - $34.74 $122,706 - $132,880	3,825 Added 4.72%	84,900 $2.81 Million
Q4 2022 Jan 26, 2023	BUY	$34.05 - $36.99 $210,599 - $228,783	6,185 Added 8.26%	81,075 $0
Q3 2022 Oct 12, 2022	BUY	$33.91 - $38.63 $10,783 - $12,284	318 Added 0.43%	74,890 $2.7 Million
Q2 2022 Aug 03, 2022	BUY	$36.1 - $42.25 $248,331 - $290,637	6,879 Added 10.16%	74,572 $2.6 Million
Q1 2022 Apr 29, 2022	BUY	$30.96 - $40.39 $1.48 Million - $1.93 Million	47,802 Added 240.32%	67,693 $2.58 Million
Q4 2021 Jan 18, 2022	BUY	$30.13 - $34.58 $500,971 - $574,961	16,627 Added 509.41%	19,891 $611,000
Q3 2021 Nov 04, 2021	SELL	$29.85 - $32.99 $21,342 - $23,587	-715 Reduced 17.97%	3,264 $107,000
Q2 2021 Aug 03, 2021	BUY	$27.04 - $31.0 $107,592 - $123,349	3,979 New	3,979 $123,000

Others Institutions Holding BCD

# of Institutions

60

Shares Held

2.24M

Call Options Held

0

Put Options Held

0

Great Lakes Advisors, LLC Chicago, IL

801K
Shares

$25.9 Million
0.24% of portfolio
Lpl Financial LLC Fort Mill, SC

176K
Shares

$5.7 Million
0.0% of portfolio
Envestnet Asset Management Inc

117K
Shares

$3.77 Million
0.0% of portfolio
Ameritas Investment Partners, Inc. Lincoln, NE

101K
Shares

$3.28 Million
0.11% of portfolio
Core Cap Advisors, LLC Southfield, MI

101K
Shares

$3.26 Million
0.16% of portfolio

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