Nvest Financial, LLC Abrdn Etfs Abrdn Bloomberg All Transaction History

Nvest Financial, LLC

$169 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	BUY	$36.1 - $42.25 $50,467 - $59,065	1,398 Added 3.52%	41,170 $1.49 Million
Q1 2022 Apr 26, 2022	BUY	$30.96 - $40.39 $1.23 Million - $1.61 Million	39,772 New	39,772 $1.52 Million

Others Institutions Holding BCD

# of Institutions

60

Shares Held

2.24M

Call Options Held

0

Put Options Held

0

Great Lakes Advisors, LLC Chicago, IL

801K
Shares

$25.7 Million
0.24% of portfolio
Lpl Financial LLC Fort Mill, SC

176K
Shares

$5.66 Million
0.0% of portfolio
Envestnet Asset Management Inc

117K
Shares

$3.75 Million
0.0% of portfolio
Ameritas Investment Partners, Inc. Lincoln, NE

101K
Shares

$3.26 Million
0.11% of portfolio
Core Cap Advisors, LLC Southfield, MI

101K
Shares

$3.24 Million
0.16% of portfolio

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