Householder Group Estate & Retirement Specialist, LLC Invesco ETF Self Indexed Fd Tr Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$15.89 - $16.79 $7,992 - $8,445	-503 Reduced 57.82%	367 $6,000
Q2 2024 Jul 17, 2024	BUY	$15.64 - $16.14 $172 - $177	11 Added 1.28%	870 $13,000
Q1 2024 May 03, 2024	BUY	$15.95 - $16.37 $478 - $491	30 Added 3.62%	859 $13,000
Q4 2023 Jan 23, 2024	BUY	$14.83 - $16.48 $148 - $164	10 Added 1.22%	829 $13,000
Q3 2023 Oct 10, 2023	BUY	$15.22 - $16.09 $273 - $289	18 Added 2.25%	819 $12,000
Q1 2023 Apr 13, 2023	BUY	$15.64 - $16.6 $12,527 - $13,296	801 New	801 $13,000

Others Institutions Holding BSCV

# of Institutions

121

Shares Held

27.4M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

2.44M
Shares

$39.2 Million
0.65% of portfolio
Raymond James & Associates St Petersburg, FL

2.02M
Shares

$32.4 Million
0.02% of portfolio
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE

2M
Shares

$32.1 Million
1.22% of portfolio
Morgan Stanley New York, NY

1.97M
Shares

$31.6 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

1.52M
Shares

$24.4 Million
0.01% of portfolio

View Full List

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