Bcs Wealth Management Purchases and Sells in Q3 2024

Bcs Wealth Management

$235 Million
Q3 2024

Top Buys

Incresed Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INVESCO EXCH TRD SLF IDX FD	147K + 77.8%	N/A	335K $7.24M
BSCQ	78.2K + 16.48%	$19.2 - $19.63 $1.5M - $1.54M	553K $10.8M
BSCS	73.6K + 44.34%	$19.92 - $20.67 $1.47M - $1.52M	240K $4.93M
BSCR	74.6K + 31.25%	$19.2 - $19.82 $1.43M - $1.48M	313K $6.18M
BSCP	65.7K + 12.89%	$20.47 - $20.71 $1.34M - $1.36M	575K $11.9M
BSCW	54.3K + 38.58%	N/A	195K $4.09M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INVESCO EXCH TRD SLF IDX FD	64.3K New	N/A	64.3K $1.36M
PID	34.8K New	$17.85 - $17.85 $621K - $621K	34.8K $688K
SPHQ	4.5K New	$61.47 - $67.36 $276K - $303K	4.5K $303K
ZTS	1.42K New	$172.58 - $196.48 $246K - $280K	1.42K $278K
BOTZ	7.74K New	$27.68 - $32.27 $214K - $250K	7.74K $249K
BX	1.47K New	$120.77 - $159.66 $178K - $235K	1.47K $225K

Top Sells

Reduced Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-9.59K - 29.56%	$207.23 - $234.82 $1.99M - $2.25M	22.9K $5.33M
BSCO	-34.2K - 7.35%	$21.05 - $21.17 $720K - $724K	431K $9.11M
TSLA	-3.36K - 68.6%	$191.76 - $263.26 $645K - $886K	1.54K $403K
PSEP	-8.02K - 18.33%	N/A	35.7K $1.38M
AMZN	-961 - 9.07%	$161.02 - $200.0 $155K - $192K	9.63K $1.8M
BAUG	-6.61K - 27.89%	N/A	17.1K $731K

Activity Summary All Purchases 79 New Holdings 14 Increased Positions 65 All Sells 43 Reductions 43 Sold out 0 Calls 0 Puts 0

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