D.A. Davidson & Co. Invesco Exchange Self Ind Tr Transaction History

D.A. Davidson & Co.

$15.1 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$21.72 - $22.21 $14,118 - $14,436	650 Added 6.7%	10,350 $229,000
Q2 2024 Jul 31, 2024	BUY	$21.53 - $22.05 $208,841 - $213,885	9,700 New	9,700 $211,000

Others Institutions Holding BSMU

# of Institutions

88

Shares Held

5.47M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

408K
Shares

$8.99 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

399K
Shares

$8.81 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

231K
Shares

$5.1 Million
0.0% of portfolio
Central Valley Advisors, LLC Sacramento, CA

180K
Shares

$3.97 Million
1.22% of portfolio
Atlantic Union Bankshares Corp

179K
Shares

$3.94 Million
0.09% of portfolio

About INVESCO EXCHANGE SELF-IND TR

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