Asset Dedication, LLC Invesco Exc Self Ind Tr Bullet Transaction History

Asset Dedication, LLC

$1.43 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 21, 2022	SELL	$23.02 - $25.24 $7,228 - $7,925	-314 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$25.24 - $25.59 $7,925 - $8,035	314 New	314 $8,000

Others Institutions Holding BSJS

# of Institutions

61

Shares Held

4.76M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

511K
Shares

$11.3 Million
0.01% of portfolio
Steward Partners Investment Advisory, LLC

399K
Shares

$8.82 Million
0.09% of portfolio
Envestnet Asset Management Inc

353K
Shares

$7.8 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

317K
Shares

$7 Million
0.02% of portfolio
Sfe Investment Counsel Los Angeles, CA

302K
Shares

$6.68 Million
1.48% of portfolio

About INVESCO EXC SELF-IND TR BULLET

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