Sax Wealth Advisors, LLC Invesco Exc Self Ind Tr Transaction History

Sax Wealth Advisors, LLC

  • $1.37 Billion
  • Q1 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Invesco Exc Self Ind Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 28,524 shares of BSCU stock, worth $474,639. This represents 0.03% of its overall portfolio holdings.

Number of Shares
28,524
Previous 24,405 16.88%
Holding current value
$474,639
Previous $399,000 18.55%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$16.2 - $16.64 $66,727 - $68,540
4,119 Added 16.88%
28,524 $473,000
Q4 2024

Jan 15, 2025
BUY
$16.32 - $16.99 $14,704 - $15,307
901 Added 3.83%
24,405 $399,000
Q3 2024

Oct 17, 2024
BUY
$16.19 - $17.05 $105,056 - $110,637
6,489 Added 38.14%
23,504 $398,000
Q2 2024

Jul 12, 2024
BUY
$15.95 - $16.42 $271,389 - $279,386
17,015 New
17,015 $276,000

Others Institutions Holding BSCU

# of Institutions
213
Shares Held
78.9M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXC SELF-IND TR

BSCU Quotes by TradingView
  • Ticker BSCU
  • Sector ETFs
  • Industry ETFs
More about BSCU
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