Sax Wealth Advisors, LLC Invesco ETF Self Indexed Fd Tr Transaction History

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Invesco ETF Self Indexed Fd Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 19,050 shares of BSCV stock, worth $309,562. This represents 0.02% of its overall portfolio holdings.

Number of Shares
19,050
Previous 17,740 7.38%
Holding current value
$309,562
Previous $295,000 3.39%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$16.02 - $16.72 $20,986 - $21,903
1,310 Added 7.38%
19,050 $305,000
Q3 2024

Oct 17, 2024
BUY
$15.89 - $16.79 $10,821 - $11,433
681 Added 3.99%
17,740 $295,000
Q2 2024

Jul 12, 2024
BUY
$15.64 - $16.14 $266,802 - $275,332
17,059 New
17,059 $272,000

Others Institutions Holding BSCV

# of Institutions
140
Shares Held
41.2M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF SELF-INDEXED FD TR

BSCV Quotes by TradingView
  • Ticker BSCV
More about BSCV
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