Sja Financial Advisory, LLC Abrdn Etfs Abrdn Bloomberg All Transaction History

Sja Financial Advisory, LLC

$146 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	SELL	$19.4 - $21.42 $109,803 - $121,237	-5,660 Reduced 22.69%	19,283 $388,000
Q1 2023 Apr 28, 2023	SELL	$20.12 - $21.98 $14,023 - $15,320	-697 Reduced 2.72%	24,943 $518,000
Q4 2022 Feb 14, 2023	SELL	$21.71 - $27.59 $381,944 - $485,390	-17,593 Reduced 40.69%	25,640 $565,000
Q3 2022 Feb 14, 2023	BUY	$25.56 - $28.97 $205,809 - $233,266	8,052 Added 22.89%	43,233 $0
Q2 2022 Aug 03, 2022	SELL	$27.16 - $31.66 $77,433 - $90,262	-2,851 Reduced 7.5%	35,181 $956,000
Q1 2022 Apr 21, 2022	SELL	$23.06 - $31.1 $190,429 - $256,823	-8,258 Reduced 17.84%	38,032 $1.09 Million
Q4 2021 Feb 16, 2022	BUY	$22.47 - $29.44 $1.04 Million - $1.36 Million	46,290 New	46,290 $1.06 Million

Others Institutions Holding BCI

# of Institutions

125

Shares Held

45.5M

Call Options Held

0

Put Options Held

0

Sei Investments CO Oaks, PA

9.64M
Shares

$189 Million
0.26% of portfolio
Wells Fargo & Company San Francisco, CA

8.89M
Shares

$174 Million
0.04% of portfolio
Metis Global Partners, LLC

5.76M
Shares

$113 Million
3.73% of portfolio
Argi Investment Services, LLC

3.05M
Shares

$59.8 Million
5.27% of portfolio
Perella Weinberg Partners Capital Management LP

1.74M
Shares

$34.1 Million
3.68% of portfolio

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