A detailed history of Foundations Investment Advisors, LLC transactions in Invesco Et Self Idxd Fd Tr Bul stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 26,747 shares of BSJO stock, worth $605,552. This represents 0.01% of its overall portfolio holdings.

Number of Shares
26,747
Previous 26,236 1.95%
Holding current value
$605,552
Previous $596,000 1.85%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 21, 2024

BUY
$22.61 - $22.79 $11,553 - $11,645
511 Added 1.95%
26,747 $607,000
Q2 2024

Aug 02, 2024

BUY
$22.69 - $22.82 $22,735 - $22,865
1,002 Added 3.97%
26,236 $596,000
Q1 2024

May 13, 2024

SELL
$22.63 - $22.76 $467,445 - $470,130
-20,656 Reduced 45.01%
25,234 $573,000
Q4 2023

Feb 08, 2024

BUY
$22.36 - $22.77 $561,705 - $572,005
25,121 Added 120.95%
45,890 $1.04 Million
Q3 2023

Oct 05, 2023

BUY
$22.42 - $22.61 $84,613 - $85,330
3,774 Added 22.21%
20,769 $466,000
Q2 2023

Jul 19, 2023

BUY
$22.24 - $22.54 $9,540 - $9,669
429 Added 2.59%
16,995 $382,000
Q1 2023

Apr 25, 2023

BUY
$22.02 - $22.65 $364,783 - $375,219
16,566 New
16,566 $371,000

Others Institutions Holding BSJO

About INVESCO ET SELF IDXD FD TR BUL


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

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC 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 Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.