Martel Wealth Advisors Inc Abrdn Etfs Abrdn Bloomberg All Transaction History

Martel Wealth Advisors Inc

$489 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Oct 09, 2024	SELL	$21.71 - $27.59 $642,767 - $816,857	-29,607 Closed	0 $0
Q3 2022 Oct 09, 2024	SELL	$25.56 - $28.97 $165,424 - $187,493	-6,472 Reduced 17.94%	29,607 $820 Million
Q2 2022 Oct 09, 2024	SELL	$27.16 - $31.66 $383,146 - $446,627	-14,107 Reduced 28.11%	36,079 $1.08 Billion
Q1 2022 Oct 09, 2024	BUY	$23.06 - $31.1 $58,157 - $78,434	2,522 Added 5.29%	50,186 $1.3 Billion
Q4 2021 Oct 09, 2024	SELL	$22.47 - $29.44 $44,490 - $58,291	-1,980 Reduced 3.99%	47,664 $1.23 Billion
Q3 2021 Oct 09, 2024	SELL	$25.4 - $28.18 $28,194 - $31,279	-1,110 Reduced 2.19%	49,644 $1.28 Billion
Q2 2021 Oct 09, 2024	BUY	$23.24 - $26.48 $1.18 Million - $1.34 Million	50,754 New	50,754 $1.34 Billion

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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