A detailed history of Congress Wealth Management LLC transactions in Invesco ETF Tr Ii Sr Ln ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 310,096 shares of BKLN stock, worth $6.57 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
310,096
Previous 324,150 4.34%
Holding current value
$6.57 Million
Previous $6.82 Million 4.47%
% of portfolio
0.09%
Previous 0.11%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$20.69 - $21.17 $290,777 - $297,523
-14,054 Reduced 4.34%
310,096 $6.52 Million
Q2 2024

Aug 13, 2024

BUY
$21.0 - $21.22 $179,403 - $181,282
8,543 Added 2.71%
324,150 $6.82 Million
Q1 2024

Apr 18, 2024

SELL
$21.01 - $21.23 $109,966 - $111,117
-5,234 Reduced 1.63%
315,607 $6.68 Million
Q4 2023

Feb 09, 2024

BUY
$20.77 - $21.22 $500,411 - $511,253
24,093 Added 8.12%
320,841 $6.8 Million
Q3 2023

Oct 30, 2023

BUY
$20.93 - $21.27 $1.16 Million - $1.18 Million
55,622 Added 23.07%
296,748 $6.23 Million
Q2 2023

Jul 13, 2023

SELL
$20.56 - $21.04 $483,324 - $494,608
-23,508 Reduced 8.88%
241,126 $5.07 Million
Q1 2023

Apr 14, 2023

SELL
$20.43 - $21.19 $3.24 Million - $3.36 Million
-158,388 Reduced 37.44%
264,634 $5.5 Million
Q4 2022

Feb 02, 2023

SELL
$20.36 - $21.04 $1.36 Million - $1.4 Million
-66,649 Reduced 13.61%
423,022 $8.68 Million
Q3 2022

Nov 08, 2022

SELL
$20.19 - $21.46 $393,523 - $418,276
-19,491 Reduced 3.83%
489,671 $9.89 Million
Q2 2022

Aug 11, 2022

SELL
$20.27 - $21.94 $5.17 Million - $5.59 Million
-254,995 Reduced 33.37%
509,162 $10.3 Million
Q1 2022

May 16, 2022

SELL
$21.31 - $22.2 $527,678 - $549,716
-24,762 Reduced 3.14%
764,157 $16.6 Million
Q4 2021

Feb 04, 2022

BUY
$21.8 - $22.18 $17.2 Million - $17.5 Million
788,919 New
788,919 $17.4 Million

Others Institutions Holding BKLN

About INVESCO ETF TR II SR LN ETF


  • Ticker BKLN
  • Sector ETFs
  • Industry ETFs
More about BKLN
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