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

Sax Wealth Advisors, LLC

  • $1.63 Billion
  • Q2 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 25,304 shares of BSCV stock, worth $423,335. This represents 0.03% of its overall portfolio holdings.

Number of Shares
25,304
Previous 23,242 8.87%
Holding current value
$423,335
Previous $379,000 10.29%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$15.97 - $16.53 $32,930 - $34,084
2,062 Added 8.87%
25,304 $418,000
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
163
Shares Held
52.6M
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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