Bcs Wealth Management INVESCO EXCH TRD SLF IDX FD Transaction History

Bcs Wealth Management

  • $465 Million
  • Q2 2025
Number of Shares
437,162
Previous 418,341 4.5%
Holding current value
$9.27 Million
Previous $8.74 Million 6.05%
% of portfolio
1.99%
Previous 2.25%

Shares

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

Jul 15, 2025
BUY
N/A
18,821 Added 4.5%
437,162 $9.27 Million
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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