Asset Dedication, LLC Invesco Indx Tr Transaction History

Asset Dedication, LLC

$1.46 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

97

Shares Held

7.46M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

719K
Shares

$16.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

633K
Shares

$14.3 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

532K
Shares

$12 Million
0.03% of portfolio
Morgan Stanley New York, NY

363K
Shares

$8.18 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

360K
Shares

$8.11 Million
0.02% of portfolio

About INVESCO INDX TR

Ticker BSJR
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