Asset Dedication, LLC Invesco Etsf Fd Tr Bulletshare Transaction History

Asset Dedication, LLC

$1.46 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 19, 2023	BUY	$21.87 - $23.06 $8,879 - $9,362	406 New	406 $10,000
Q2 2021 Jul 21, 2021	BUY	$25.59 - $25.82 $9,954 - $10,043	389 New	389 $10,000

Others Institutions Holding BSJQ

# of Institutions

145

Shares Held

15.7M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.12M
Shares

$26.2 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.03M
Shares

$24.2 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

1M
Shares

$23.6 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

735K
Shares

$17.3 Million
0.02% of portfolio
Legacy Financial Group LLC

721K
Shares

$16.9 Million
3.25% of portfolio

About INVESCO ETSF FD TR BULLETSHARE

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