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

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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