Sheets Smith Wealth Management Abrdn Etfs Abrdn Bloomberg All Transaction History

Sheets Smith Wealth Management

  • $832 Million
  • Q2 2025

A detailed history of Sheets Smith Wealth Management transactions in Abrdn Etfs Abrdn Bloomberg All stock. As of the latest transaction made, Sheets Smith Wealth Management holds 8,752 shares of BCD stock, worth $286,890. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,752
Previous 10,677 18.03%
Holding current value
$286,890
Previous $364,000 20.33%
% of portfolio
0.03%
Previous 0.05%

Shares

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

Jul 15, 2025
SELL
$30.93 - $34.56 $59,540 - $66,528
-1,925 Reduced 18.03%
8,752 $290,000
Q1 2025

Apr 23, 2025
SELL
$31.25 - $34.24 $1,187 - $1,301
-38 Reduced 0.35%
10,677 $364,000
Q4 2024

Jan 17, 2025
SELL
$30.58 - $33.39 $144,031 - $157,266
-4,710 Reduced 30.53%
10,715 $335,000
Q1 2024

May 08, 2024
BUY
$29.71 - $31.55 $6,684 - $7,098
225 Added 1.48%
15,425 $486,000
Q4 2023

Feb 06, 2024
BUY
$30.59 - $33.66 $464,968 - $511,631
15,200 New
15,200 $464,000

Others Institutions Holding BCD

# of Institutions
78
Shares Held
4.38M
Call Options Held
0
Put Options Held
0
View Full List

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