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

Sax Wealth Advisors, LLC

$1.04 Billion
Q2 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 17,059 shares of BSCV stock, worth $284,885. This represents 0.03% of its overall portfolio holdings.

Number of Shares

17,059

Holding current value

$284,885

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

102

Shares Held

21.4M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.96M
Shares

$32.8 Million
0.0% of portfolio
Eastern Bank

1.89M
Shares

$31.5 Million
1.25% of portfolio
Raymond James & Associates St Petersburg, FL

1.87M
Shares

$31.2 Million
0.02% of portfolio
Aptus Capital Advisors, LLC

1.77M
Shares

$29.6 Million
0.54% of portfolio
Motley Fool Wealth Management, LLC Alexandria, VA

1.39M
Shares

$23.1 Million
1.2% of portfolio

View Full List

About INVESCO ETF SELF-INDEXED FD TR

Ticker BSCV

More about BSCV

Track This Portfolio

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.

Account

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