Insight Wealth Partners, LLC Invesco Exchange Self Ind Tr Transaction History

Insight Wealth Partners, LLC

$581 Million
Q1 2024

A detailed history of Insight Wealth Partners, LLC transactions in Invesco Exchange Self Ind Tr stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 137,870 shares of BSMU stock, worth $3.01 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

137,870

Previous 168,917 18.38%

Holding current value

$3.01 Million

Previous $3.79 Million 19.49%

% of portfolio

0.53%

Previous 0.66%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$22.1 - $22.43 $686,138 - $696,384	-31,047 Reduced 18.38%	137,870 $3.05 Million
Q4 2023 Feb 13, 2024	SELL	$20.62 - $22.45 $53,158 - $57,876	-2,578 Reduced 1.5%	168,917 $3.79 Million
Q3 2023 Oct 30, 2023	SELL	$20.89 - $22.11 $394,215 - $417,237	-18,871 Reduced 9.91%	171,495 $3.58 Million
Q2 2023 Aug 11, 2023	SELL	$21.62 - $22.57 $105,678 - $110,322	-4,888 Reduced 2.5%	190,366 $4.18 Million
Q1 2023 May 12, 2023	BUY	$21.66 - $22.51 $7,537 - $7,833	348 Added 0.18%	195,254 $4.34 Million

Q4 2022 Jan 31, 2023	BUY	$20.54 - $21.95 $4 Million - $4.28 Million	194,906 New	194,906 $4.22 Million

Others Institutions Holding BSMU

# of Institutions

Shares Held

2.57M

Call Options Held

Put Options Held

View Full List

About INVESCO EXCHANGE SELF-IND TR

Ticker BSMU
Sector ETFs
Industry ETFs

More about BSMU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Partners, LLC with notifications on news.

Account

Insight Wealth Partners, LLC Invesco Exchange Self Ind Tr Transaction History