Mc Elhenny Sheffield Capital Management, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History

Mc Elhenny Sheffield Capital Management, LLC

$303 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 14, 2023	SELL	$21.08 - $21.2 $9,991 - $10,048	-474 Reduced 3.61%	12,646 $267,000
Q3 2022 Oct 14, 2022	SELL	$20.86 - $21.0 $17,981 - $18,102	-862 Reduced 6.17%	13,120 $274,000
Q2 2022 Jul 22, 2022	SELL	$20.9 - $21.1 $37,787 - $38,148	-1,808 Reduced 11.45%	13,982 $293,000
Q3 2021 Oct 12, 2021	BUY	$21.67 - $21.74 $342,169 - $343,274	15,790 New	15,790 $342,000

Others Institutions Holding BSCN

# of Institutions

Shares Held

990K

Call Options Held

Put Options Held

Strategic Wealth Advisors Group, LLC Sacramento, CA

154K
Shares

$0
0.14% of portfolio
Sargent Bickham Lagudis LLC

100K
Shares

$0
0.17% of portfolio
Beaumont Financial Partners, LLC

95.7K
Shares

$0
0.19% of portfolio
Financial Architects, Inc Marlton, NJ

91.6K
Shares

$0
0.3% of portfolio
Harrison & CO Wealth Management, LLC

77.9K
Shares

$0
1.59% of portfolio

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