Ivc Wealth Advisors LLC Abrdn Etfs Abrdn Bloomberg All Transaction History

Ivc Wealth Advisors LLC

$181 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 10, 2024	BUY	$19.36 - $21.52 $13,455 - $14,956	695 Added 6.37%	11,605 $224,000
Q3 2023 Oct 05, 2023	SELL	$20.23 - $21.64 $74,385 - $79,570	-3,677 Reduced 25.21%	10,910 $230,000
Q2 2023 Jul 13, 2023	BUY	$19.4 - $21.42 $27,625 - $30,502	1,424 Added 10.82%	14,587 $294,000
Q1 2023 Apr 13, 2023	SELL	$20.12 - $21.98 $119,392 - $130,429	-5,934 Reduced 31.07%	13,163 $273,000
Q4 2022 Jan 17, 2023	BUY	$21.71 - $27.59 $112,240 - $142,640	5,170 Added 37.12%	19,097 $0
Q3 2022 Oct 12, 2022	SELL	$25.56 - $28.97 $24,690 - $27,985	-966 Reduced 6.49%	13,927 $360,000
Q2 2022 Jul 11, 2022	BUY	$27.16 - $31.66 $108,449 - $126,418	3,993 Added 36.63%	14,893 $404,000
Q1 2022 Apr 27, 2022	BUY	$23.06 - $31.1 $251,354 - $338,990	10,900 New	10,900 $313,000

Others Institutions Holding BCI

# of Institutions

128

Shares Held

42.8M

Call Options Held

100

Put Options Held

0

Sei Investments CO Oaks, PA

9.55M
Shares

$193 Million
0.28% of portfolio
Wells Fargo & Company San Francisco, CA

8.62M
Shares

$175 Million
0.04% of portfolio
Metis Global Partners, LLC

3.75M
Shares

$75.8 Million
2.65% of portfolio
Argi Investment Services, LLC

3.06M
Shares

$62 Million
4.99% of portfolio
Perella Weinberg Partners Capital Management LP

1.74M
Shares

$35.2 Million
3.68% of portfolio

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