Lineweaver Wealth Advisors, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History

Lineweaver Wealth Advisors, LLC

$456 Million
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 19, 2023	BUY	$18.75 - $19.09 $1,312 - $1,336	70 Added 0.66%	10,674 $200,000
Q2 2023 Jul 26, 2023	SELL	$18.92 - $19.29 $19,014 - $19,386	-1,005 Reduced 8.66%	10,604 $200,000
Q1 2023 May 02, 2023	BUY	$18.72 - $19.32 $1,291 - $1,333	69 Added 0.6%	11,609 $222,000
Q4 2022 Jan 26, 2023	BUY	$18.38 - $19.12 $1,213 - $1,261	66 Added 0.58%	11,540 $0
Q3 2022 Nov 01, 2022	BUY	$18.54 - $19.69 $1,001 - $1,063	54 Added 0.47%	11,474 $213,000
Q2 2022 Jul 26, 2022	BUY	$18.93 - $19.95 $216,180 - $227,829	11,420 New	11,420 $220,000
Q4 2021 Jan 31, 2022	SELL	$21.01 - $21.49 $345,992 - $353,897	-16,468 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$21.42 - $21.66 $352,744 - $356,696	16,468 New	16,468 $352,000
Q4 2020 Feb 11, 2021	SELL	$21.61 - $21.93 $315,765 - $320,441	-14,612 Closed	0 $0
Q1 2020 May 05, 2020	BUY	$17.83 - $21.36 $260,531 - $312,112	14,612 New	14,612 $287,000

Others Institutions Holding BSCQ

# of Institutions

340

Shares Held

141M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

38.5M
Shares

$752 Million
4.14% of portfolio
Morgan Stanley New York, NY

7.15M
Shares

$140 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

6.05M
Shares

$118 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

5.33M
Shares

$104 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

4.91M
Shares

$95.9 Million
0.01% of portfolio

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