A detailed history of Segment Wealth Management, LLC transactions in Invesco Exc Self Ind Tr Bullet stock. As of the latest transaction made, Segment Wealth Management, LLC holds 33,030 shares of BSJS stock, worth $729,963. This represents 0.05% of its overall portfolio holdings.

Number of Shares
33,030
Previous 27,360 20.72%
Holding current value
$729,963
Previous $592,000 19.76%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

BUY
$21.25 - $21.65 $120,487 - $122,755
5,670 Added 20.72%
33,030 $709,000
Q1 2024

Apr 24, 2024

BUY
$21.42 - $21.72 $314,874 - $319,284
14,700 Added 116.11%
27,360 $592,000
Q3 2023

Oct 24, 2023

BUY
$20.51 - $21.26 $259,656 - $269,151
12,660 New
12,660 $260,000

Others Institutions Holding BSJS

About INVESCO EXC SELF-IND TR BULLET


  • Ticker BSJS
  • Sector ETFs
  • Industry ETFs
More about BSJS
Track This Portfolio

Track Segment Wealth Management, LLC Portfolio

Follow Segment Wealth Management, 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 Segment Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Segment Wealth Management, LLC with notifications on news.