Bcs Wealth Management INVESCO EXCH TRD SLF IDX FD Transaction History

Bcs Wealth Management

  • $465 Million
  • Q2 2025
Number of Shares
278,130
Previous 253,679 9.64%
Holding current value
$5.77 Million
Previous $5.2 Million 11.07%
% of portfolio
1.24%
Previous 1.34%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
N/A
24,451 Added 9.64%
278,130 $5.77 Million
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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