Integrated Wealth Concepts LLC Invesco Exchange Self Ind Tr Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Invesco Exchange Self Ind Tr stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 37,421 shares of BSMU stock, worth $804,177. This represents 0.01% of its overall portfolio holdings.

Number of Shares
37,421
Previous 45,232 17.27%
Holding current value
$804,177
Previous $982,000 17.82%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$21.49 - $22.03 $167,858 - $172,076
-7,811 Reduced 17.27%
37,421 $807,000
Q4 2024

Feb 14, 2025
BUY
$21.63 - $22.25 $598,740 - $615,902
27,681 Added 157.72%
45,232 $982,000
Q3 2024

Nov 14, 2024
BUY
$21.72 - $22.21 $24,391 - $24,941
1,123 Added 6.84%
17,551 $388,000
Q2 2024

Aug 14, 2024
BUY
$21.53 - $22.05 $452 - $463
21 Added 0.13%
16,428 $357,000
Q1 2024

May 15, 2024
BUY
$22.1 - $22.43 $25,194 - $25,570
1,140 Added 7.47%
16,407 $362,000
Q4 2023

Feb 13, 2024
BUY
$20.62 - $22.45 $314,805 - $342,744
15,267 New
15,267 $342,000

Others Institutions Holding BSMU

# of Institutions
83
Shares Held
5.39M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE SELF-IND TR

BSMU Quotes by TradingView
  • Ticker BSMU
  • Sector ETFs
  • Industry ETFs
More about BSMU
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