Adamsbrown Wealth Consultants LLC Abrdn Etfs Abrdn Bloomberg All Transaction History

Adamsbrown Wealth Consultants LLC

$288 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 29, 2024	SELL	$30.59 - $33.66 $103,883 - $114,309	-3,396 Reduced 28.21%	8,643 $264,000
Q3 2023 Oct 24, 2023	SELL	$32.03 - $34.11 $193,621 - $206,194	-6,045 Reduced 33.43%	12,039 $398,000
Q2 2023 Jul 12, 2023	SELL	$30.91 - $34.0 $5.54 Million - $6.09 Million	-179,133 Reduced 90.83%	18,084 $576,000
Q1 2023 May 10, 2023	BUY	$32.08 - $34.74 $480,782 - $520,648	14,987 Added 8.22%	197,217 $6.54 Million
Q4 2022 Jan 27, 2023	BUY	$34.05 - $36.99 $1.2 Million - $1.3 Million	35,211 Added 23.95%	182,230 $0
Q3 2022 Oct 26, 2022	BUY	$33.91 - $38.63 $1.71 Million - $1.95 Million	50,350 Added 52.08%	147,019 $5.11 Million
Q2 2022 Jul 27, 2022	BUY	$36.1 - $42.25 $2.24 Million - $2.62 Million	62,119 Added 179.79%	96,669 $3.49 Million
Q1 2022 May 16, 2022	BUY	$30.96 - $40.39 $1.07 Million - $1.4 Million	34,550 New	34,550 $1.32 Million

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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