Integrated Wealth Concepts LLC Invesco ETF Self Indexed Fd Tr Transaction History

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Invesco ETF Self Indexed Fd Tr stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 17,444 shares of BSMV stock, worth $363,881. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,444
Previous 17,420 0.14%
Holding current value
$363,881
Previous $365,000 1.64%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 14, 2024
BUY
$20.92 - $21.41 $502 - $513
24 Added 0.14%
17,444 $371,000
Q2 2024

Aug 14, 2024
BUY
$20.7 - $21.24 $2,794 - $2,867
135 Added 0.78%
17,420 $365,000
Q1 2024

May 15, 2024
BUY
$21.24 - $21.67 $25,169 - $25,678
1,185 Added 7.36%
17,285 $368,000
Q4 2023

Feb 13, 2024
BUY
$19.7 - $21.68 $317,170 - $349,048
16,100 New
16,100 $348,000

Others Institutions Holding BSMV

# of Institutions
51
Shares Held
2.43M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF SELF-INDEXED FD TR

BSMV Quotes by TradingView
  • Ticker BSMV
  • Sector ETFs
  • Industry ETFs
More about BSMV
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts 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 Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email