A detailed history of Montag A & Associates Inc transactions in Invesco Et Self Idxd Fd Tr Bul stock. As of the latest transaction made, Montag A & Associates Inc holds 49,345 shares of BSCR stock, worth $959,266. This represents 0.05% of its overall portfolio holdings.

Number of Shares
49,345
Previous 8,534 478.22%
Holding current value
$959,266
Previous $164,000 493.29%
% of portfolio
0.05%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$19.2 - $19.82 $783,571 - $808,874
40,811 Added 478.22%
49,345 $973,000
Q1 2024

May 07, 2024

SELL
$19.18 - $19.51 $4,315 - $4,389
-225 Reduced 2.57%
8,534 $164,000
Q4 2023

Feb 07, 2024

BUY
$18.55 - $19.46 $64,850 - $68,032
3,496 Added 66.43%
8,759 $170,000
Q3 2023

Nov 09, 2023

BUY
$18.69 - $19.2 $98,365 - $101,049
5,263 New
5,263 $98,000

Others Institutions Holding BSCR

About INVESCO ET SELF IDXD FD TR BUL


  • Ticker BSCR
  • Sector ETFs
  • Industry ETFs
More about BSCR
Track This Portfolio

Track Montag A & Associates Inc Portfolio

Follow Montag A & Associates Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Montag A & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Montag A & Associates Inc with notifications on news.