Lws Wealth Advisors, Inc. Abrdn Etfs Abrdn Bloomberg All Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 28, 2023	BUY	$19.4 - $21.42 $107,747 - $118,966	5,554 Added 15.85%	40,606 $818,000
Q1 2023 Apr 28, 2023	BUY	$20.12 - $21.98 $127,822 - $139,638	6,353 Added 22.14%	35,052 $728,000
Q4 2022 Feb 14, 2023	BUY	$21.71 - $27.59 $146,759 - $186,508	6,760 Added 30.81%	28,699 $633,000
Q3 2022 Nov 14, 2022	BUY	$25.56 - $28.97 $19,630 - $22,248	768 Added 3.63%	21,939 $567,000
Q2 2022 Aug 05, 2022	SELL	$27.16 - $31.66 $86,070 - $100,330	-3,169 Reduced 13.02%	21,171 $575,000
Q1 2022 May 10, 2022	BUY	$23.06 - $31.1 $254,766 - $343,592	11,048 Added 83.12%	24,340 $699,000
Q4 2021 Feb 02, 2022	BUY	$22.47 - $29.44 $62,196 - $81,489	2,768 Added 26.3%	13,292 $306,000
Q3 2021 Nov 09, 2021	BUY	$25.4 - $28.18 $33,401 - $37,056	1,315 Added 14.28%	10,524 $295,000
Q2 2021 Jul 23, 2021	SELL	$23.24 - $26.48 $9,319 - $10,618	-401 Reduced 4.17%	9,209 $243,000
Q1 2021 Apr 29, 2021	BUY	$21.96 - $24.54 $211,035 - $235,829	9,610 New	9,610 $224,000
Q1 2020 May 04, 2020	SELL	$16.77 - $22.85 $229,883 - $313,227	-13,708 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$21.88 - $22.91 $299,931 - $314,050	13,708 New	13,708 $311,000

Others Institutions Holding BCI

# of Institutions

125

Shares Held

45.5M

Call Options Held

0

Put Options Held

0

Sei Investments CO Oaks, PA

9.64M
Shares

$187 Million
0.26% of portfolio
Wells Fargo & Company San Francisco, CA

8.89M
Shares

$173 Million
0.04% of portfolio
Metis Global Partners, LLC

5.76M
Shares

$112 Million
3.73% of portfolio
Argi Investment Services, LLC

3.05M
Shares

$59.4 Million
5.27% of portfolio
Perella Weinberg Partners Capital Management LP

1.74M
Shares

$33.8 Million
3.68% of portfolio

About ABRDN ETFS ABRDN BLOOMBERG ALL

Ticker BCI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lws Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lws Wealth Advisors, Inc. with notifications on news.