A detailed history of Endowment Wealth Management, Inc. transactions in Vaneck Vectors ETF Tr Bdc Inco stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 21,965 shares of BIZD stock, worth $366,156. This represents 0.26% of its overall portfolio holdings.

Number of Shares
21,965
Previous 23,456 6.36%
Holding current value
$366,156
Previous $401,000 9.48%
% of portfolio
0.26%
Previous 0.32%

Shares

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

Nov 06, 2024

SELL
$15.5 - $16.99 $23,110 - $25,332
-1,491 Reduced 6.36%
21,965 $363,000
Q2 2024

Aug 01, 2024

SELL
$16.14 - $17.38 $8,893 - $9,576
-551 Reduced 2.3%
23,456 $401,000
Q1 2024

May 08, 2024

SELL
$15.98 - $16.9 $18,712 - $19,789
-1,171 Reduced 4.65%
24,007 $405,000
Q4 2023

Feb 07, 2024

SELL
$14.67 - $16.53 $63,579 - $71,641
-4,334 Reduced 14.69%
25,178 $403,000
Q3 2023

Oct 30, 2023

SELL
$14.98 - $16.09 $32,536 - $34,947
-2,172 Reduced 6.86%
29,512 $473,000
Q2 2023

Aug 10, 2023

BUY
$13.83 - $15.36 $20,648 - $22,932
1,493 Added 4.95%
31,684 $486,000
Q1 2023

May 10, 2023

SELL
$13.99 - $15.66 $4,308 - $4,823
-308 Reduced 1.01%
30,191 $447,000
Q4 2022

Feb 13, 2023

BUY
$13.36 - $15.54 $708 - $823
53 Added 0.17%
30,499 $431,000
Q3 2022

Nov 10, 2022

BUY
$13.51 - $16.67 $4,863 - $6,001
360 Added 1.2%
30,446 $413,000
Q2 2022

Aug 15, 2022

BUY
$14.44 - $18.01 $13,790 - $17,199
955 Added 3.28%
30,086 $454,000
Q1 2022

May 04, 2022

BUY
$16.86 - $17.95 $13,218 - $14,072
784 Added 2.77%
29,131 $522,000
Q4 2021

Feb 11, 2022

BUY
$16.77 - $17.72 $475,379 - $502,308
28,347 New
28,347 $488,000

Others Institutions Holding BIZD

About VANECK VECTORS ETF TR BDC INCO


  • Ticker BIZD
  • Sector ETFs
  • Industry ETFs
More about BIZD
Track This Portfolio

Track Endowment Wealth Management, Inc. Portfolio

Follow Endowment Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Endowment Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Endowment Wealth Management, Inc. with notifications on news.