A detailed history of Captrust Financial Advisors transactions in Invesco ETF Self Indexed Fd Tr stock. As of the latest transaction made, Captrust Financial Advisors holds 29,238 shares of BSMV stock, worth $616,044. This represents 0.0% of its overall portfolio holdings.

Number of Shares
29,238
Previous 25,207 15.99%
Holding current value
$616,044
Previous $537,000 13.97%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$20.7 - $21.24 $83,441 - $85,618
4,031 Added 15.99%
29,238 $612,000
Q1 2024

May 15, 2024

SELL
$21.24 - $21.67 $38,083 - $38,854
-1,793 Reduced 6.64%
25,207 $537,000
Q4 2023

Feb 14, 2024

SELL
$19.7 - $21.68 $24,802 - $27,295
-1,259 Reduced 4.46%
27,000 $584,000
Q3 2023

Nov 14, 2023

BUY
$20.01 - $21.29 $76,378 - $81,263
3,817 Added 15.62%
28,259 $565,000
Q2 2023

Aug 14, 2023

SELL
$20.79 - $21.7 $132,744 - $138,554
-6,385 Reduced 20.71%
24,442 $516,000
Q1 2023

May 15, 2023

SELL
$20.82 - $21.67 $3,705 - $3,857
-178 Reduced 0.57%
30,827 $660,000
Q4 2022

Feb 15, 2023

BUY
$19.55 - $21.08 $606,147 - $653,585
31,005 New
31,005 $643,000

Others Institutions Holding BSMV

About INVESCO ETF SELF-INDEXED FD TR


  • Ticker BSMV
  • Sector ETFs
  • Industry ETFs
More about BSMV
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