Wealthspire Advisors, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History

Wealthspire Advisors, LLC

$7.78 Billion
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 06, 2023	SELL	$23.46 - $23.59 $45,254 - $45,505	-1,929 Reduced 2.06%	91,779 $2.16 Million
Q1 2023 May 09, 2023	SELL	$23.35 - $23.58 $91,742 - $92,645	-3,929 Reduced 4.02%	93,708 $2.21 Million
Q4 2022 Feb 13, 2023	SELL	$23.03 - $23.66 $295,405 - $303,486	-12,827 Reduced 11.61%	97,637 $2.28 Million
Q3 2022 Nov 14, 2022	SELL	$22.97 - $23.89 $93,970 - $97,733	-4,091 Reduced 3.57%	110,464 $2.52 Million
Q2 2022 Aug 09, 2022	BUY	$22.94 - $24.59 $290,695 - $311,604	12,672 Added 12.44%	114,555 $2.63 Million
Q1 2022 May 09, 2022	BUY	$24.14 - $25.28 $97,332 - $101,928	4,032 Added 4.12%	101,883 $2.5 Million
Q4 2021 Feb 14, 2022	BUY	$25.0 - $25.38 $197,000 - $199,994	7,880 Added 8.76%	97,851 $2.48 Million
Q3 2021 Nov 15, 2021	BUY	$25.26 - $25.5 $2.27 Million - $2.29 Million	89,971 New	89,971 $2.28 Million
Q2 2021 Aug 13, 2021	SELL	$25.28 - $25.47 $382,132 - $385,004	-15,116 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$25.11 - $25.49 $379,562 - $385,306	15,116 New	15,116 $382,000

Others Institutions Holding BSJN

# of Institutions

6

Shares Held

399K

Call Options Held

0

Put Options Held

0

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