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

Sax Wealth Advisors, LLC

  • $1.37 Billion
  • Q1 2025

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 23,242 shares of BSCV stock, worth $377,450. This represents 0.03% of its overall portfolio holdings.

Number of Shares
23,242
Previous 19,050 22.01%
Holding current value
$377,450
Previous $305,000 24.26%
% of portfolio
0.03%
Previous 0.02%

Shares

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

May 14, 2025
BUY
$15.87 - $16.38 $66,527 - $68,664
4,192 Added 22.01%
23,242 $379,000
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
151
Shares Held
48M
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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