Bcs Wealth Management INVESCO EXCH TRD SLF IDX FD Transaction History

Bcs Wealth Management

  • $389 Million
  • Q1 2025
Number of Shares
253,679
Previous 217,790 16.48%
Holding current value
$5.2 Million
Previous $4.4 Million 18.01%
% of portfolio
1.34%
Previous 1.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
N/A
35,889 Added 16.48%
253,679 $5.2 Million
Q4 2024

Jan 13, 2025
BUY
N/A
153,463 Added 238.57%
217,790 $4.4 Million
Q3 2024

Oct 17, 2024
BUY
N/A
64,327 New
64,327 $1.36 Million
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