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

153

Shares Held

18M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.36M
Shares

$31.7 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.16M
Shares

$27.2 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

1.13M
Shares

$26.4 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

800K
Shares

$18.7 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

735K
Shares

$17.2 Million
0.02% of portfolio

About INVESCO ETSF FD TR BULLETSHARE

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