Heartwood Wealth Advisors LLC Invesco Et Seld Idxd Fd Tr Bul Transaction History

Heartwood Wealth Advisors LLC

$836 Million
Q2 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Invesco Et Seld Idxd Fd Tr Bul stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 374,573 shares of BSCP stock, worth $7.73 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

374,573

Previous 368,881 1.54%

Holding current value

$7.73 Million

Previous $7.54 Million 1.65%

% of portfolio

0.92%

Previous 0.93%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 09, 2024	BUY	$20.38 - $20.52 $116,002 - $116,799	5,692 Added 1.54%	374,573 $7.66 Million
Q1 2024 Apr 02, 2024	BUY	$20.38 - $20.53 $542,006 - $545,995	26,595 Added 7.77%	368,881 $7.54 Million
Q4 2023 Jan 17, 2024	BUY	$20.08 - $20.45 $6.87 Million - $7 Million	342,286 New	342,286 $7 Million
Q2 2022 Jul 25, 2022	SELL	$20.17 - $20.9 $3.25 Million - $3.37 Million	-161,102 Closed	0 $0
Q1 2022 Apr 26, 2022	BUY	$20.8 - $21.87 $3.35 Million - $3.52 Million	161,102 New	161,102 $3.37 Million
Q3 2020 Oct 28, 2020	SELL	$22.22 - $22.54 $533,280 - $540,960	-24,000 Closed	0 $0
Q2 2020 Aug 05, 2020	BUY	$20.45 - $22.34 $490,800 - $536,160	24,000 New	24,000 $24,000

Others Institutions Holding BSCP

# of Institutions

379

Shares Held

155M

Call Options Held

Put Options Held

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About INVESCO ET SELD IDXD FD TR BUL

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Heartwood Wealth Advisors LLC Invesco Et Seld Idxd Fd Tr Bul Transaction History