Arete Wealth Advisors, LLC Invesco Indx Tr Transaction History

Arete Wealth Advisors, LLC

  • $1.31 Billion
  • Q1 2025

A detailed history of Arete Wealth Advisors, LLC transactions in Invesco Indx Tr stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 13,502 shares of BSJR stock, worth $306,495. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,502
Previous 14,594 7.48%
Holding current value
$306,495
Previous $327,000 7.34%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$22.4 - $22.69 $24,460 - $24,777
-1,092 Reduced 7.48%
13,502 $303,000
Q4 2024

Feb 12, 2025
BUY
$22.37 - $22.7 $10,178 - $10,328
455 Added 3.22%
14,594 $327,000
Q3 2024

Nov 14, 2024
BUY
$22.08 - $22.75 $24,111 - $24,843
1,092 Added 8.37%
14,139 $321,000
Q2 2024

Aug 13, 2024
BUY
$21.86 - $22.26 $28,374 - $28,893
1,298 Added 11.05%
13,047 $288,000
Q1 2024

May 15, 2024
BUY
$22.13 - $22.46 $260,005 - $263,882
11,749 New
11,749 $261,000

Others Institutions Holding BSJR

# of Institutions
137
Shares Held
13.3M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO INDX TR

BSJR Quotes by TradingView
  • Ticker BSJR
  • Sector ETFs
  • Industry ETFs
More about BSJR
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