Asset Dedication, LLC Invesco Indx Tr Transaction History

Asset Dedication, LLC

$1.35 Billion
Q2 2025

A detailed history of Asset Dedication, LLC transactions in Invesco Indx Tr stock. As of the latest transaction made, Asset Dedication, LLC holds 1,991 shares of BSJR stock, worth $45,275. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,991

Holding current value

$45,275

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 19, 2025	BUY	$21.81 - $22.71 $43,423 - $45,215	1,991 New	1,991 $45,000
Q1 2022 Apr 21, 2022	SELL	$23.44 - $25.4 $7,336 - $7,950	-313 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$25.34 - $25.67 $7,931 - $8,034	313 New	313 $8,000

Others Institutions Holding BSJR

# of Institutions

142

Shares Held

15.5M

Call Options Held

Put Options Held

Mirador Capital Partners LP

1.35M
Shares

$30.6 Million
4.52% of portfolio
Lpl Financial LLC Fort Mill, SC

1.09M
Shares

$24.8 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.03M
Shares

$23.4 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

928K
Shares

$21.1 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

759K
Shares

$17.3 Million
0.03% of portfolio

View Full List

About INVESCO INDX TR

Ticker BSJR
Sector ETFs
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