Bradley & Co. Private Wealth Management, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History

Bradley & Co. Private Wealth Management, LLC

$134 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$23.03 - $23.66 $87,398 - $89,789	3,795 New	3,795 $88,000
Q3 2021 Nov 05, 2021	SELL	$25.26 - $25.5 $340,050 - $343,281	-13,462 Reduced 77.61%	3,884 $98,000
Q1 2021 May 12, 2021	BUY	$25.11 - $25.49 $435,558 - $442,149	17,346 New	17,346 $439,000

Others Institutions Holding BSJN

# of Institutions

Shares Held

399K

Call Options Held

Put Options Held

Strategic Wealth Advisors Group, LLC Sacramento, CA

242K
Shares

$0
0.24% of portfolio
Harrison & CO Wealth Management, LLC

98.9K
Shares

$0
2.25% of portfolio
Intrua Financial, LLC Houston, TX

41.8K
Shares

$0
0.2% of portfolio
Beaumont Financial Partners, LLC

13.3K
Shares

$0
0.03% of portfolio
Sutton Wealth Advisors Inc. Tampa, FL

1.73K
Shares

$0
0.02% of portfolio

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