Bcs Wealth Management INVESCO EXCH TRD SLF IDX FD Transaction History

Bcs Wealth Management

  • $389 Million
  • Q1 2025
Number of Shares
418,341
Previous 408,824 2.33%
Holding current value
$8.74 Million
Previous $8.43 Million 3.67%
% of portfolio
2.25%
Previous 2.1%

Shares

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

Apr 14, 2025
BUY
N/A
9,517 Added 2.33%
418,341 $8.74 Million
Q4 2024

Jan 13, 2025
BUY
N/A
73,550 Added 21.94%
408,824 $8.43 Million
Q3 2024

Oct 17, 2024
BUY
N/A
146,706 Added 77.8%
335,274 $7.24 Million
Q2 2024

Jul 16, 2024
BUY
N/A
152,135 Added 417.57%
188,568 $3.89 Million
Q1 2024

Apr 10, 2024
BUY
N/A
36,433 New
36,433 $760,000
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