Sax Wealth Advisors, LLC Invesco Index Fd Tr Bulletshar Transaction History

Sax Wealth Advisors, LLC

  • $1.11 Billion
  • Q3 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Invesco Index Fd Tr Bulletshar stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 21,047 shares of BSCT stock, worth $384,739. This represents 0.04% of its overall portfolio holdings.

Number of Shares
21,047
Previous 15,224 38.25%
Holding current value
$384,739
Previous $276,000 43.12%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 17, 2024
BUY
$18.12 - $18.92 $105,512 - $110,171
5,823 Added 38.25%
21,047 $395,000
Q2 2024

Jul 12, 2024
BUY
$17.89 - $18.3 $272,357 - $278,599
15,224 New
15,224 $276,000

Others Institutions Holding BSCT

# of Institutions
191
Shares Held
49.9M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO INDEX FD TR BULLETSHAR

BSCT Quotes by TradingView
  • Ticker BSCT
  • Sector ETFs
  • Industry ETFs
More about BSCT
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC 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 Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email