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

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$23.41 - $24.96 $321,700 - $343,000	-13,742 Reduced 78.04%	3,866 $92,000
Q1 2021 May 12, 2021	BUY	$24.79 - $25.08 $436,502 - $441,608	17,608 New	17,608 $440,000

Others Institutions Holding BSJO

# of Institutions

157

Shares Held

15.1M

Call Options Held

Put Options Held

Mirador Capital Partners LP

1.72M
Shares

$39 Million
7.16% of portfolio
Morgan Stanley New York, NY

1.07M
Shares

$24.2 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

753K
Shares

$17.1 Million
0.04% of portfolio
Envestnet Asset Management Inc

634K
Shares

$14.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

631K
Shares

$14.3 Million
0.01% of portfolio

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