Bradley & Co. Private Wealth Management, LLC Invesco Index Fd Tr Bulletshar Transaction History

Bradley & Co. Private Wealth Management, LLC

$134 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 25, 2022	SELL	$17.81 - $19.47 $90,973 - $99,452	-5,108 Reduced 41.03%	7,340 $133,000
Q1 2022 May 06, 2022	SELL	$19.25 - $20.81 $212,770 - $230,012	-11,053 Reduced 47.03%	12,448 $242,000
Q4 2021 Jan 21, 2022	BUY	$20.71 - $21.21 $153,357 - $157,060	7,405 Added 46.01%	23,501 $492,000
Q1 2021 May 12, 2021	BUY	$20.59 - $21.75 $331,416 - $350,088	16,096 New	16,096 $333,000

Others Institutions Holding BSCT

# of Institutions

191

Shares Held

49.9M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

4.42M
Shares

$81.3 Million
0.01% of portfolio
Clearstead Advisors, LLC Cleveland, OH

2.7M
Shares

$49.7 Million
0.81% of portfolio
Raymond James & Associates St Petersburg, FL

2.55M
Shares

$46.9 Million
0.03% of portfolio
Wilbanks Smith & Thomas Asset Management LLC

2.41M
Shares

$44.3 Million
1.25% of portfolio
Aptus Capital Advisors, LLC

2.16M
Shares

$39.7 Million
0.65% of portfolio

View Full List

About INVESCO INDEX FD TR BULLETSHAR

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