Martel Wealth Advisors Inc Abrdn Etfs Abrdn Bloomberg All Transaction History

Martel Wealth Advisors Inc

$489 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Oct 09, 2024	SELL	$21.71 - $27.59 $642,767 - $816,857	-29,607 Closed	0 $0
Q3 2022 Oct 09, 2024	SELL	$25.56 - $28.97 $165,424 - $187,493	-6,472 Reduced 17.94%	29,607 $820 Million
Q2 2022 Oct 09, 2024	SELL	$27.16 - $31.66 $383,146 - $446,627	-14,107 Reduced 28.11%	36,079 $1.08 Billion
Q1 2022 Oct 09, 2024	BUY	$23.06 - $31.1 $58,157 - $78,434	2,522 Added 5.29%	50,186 $1.3 Billion
Q4 2021 Oct 09, 2024	SELL	$22.47 - $29.44 $44,490 - $58,291	-1,980 Reduced 3.99%	47,664 $1.23 Billion
Q3 2021 Oct 09, 2024	SELL	$25.4 - $28.18 $28,194 - $31,279	-1,110 Reduced 2.19%	49,644 $1.28 Billion
Q2 2021 Oct 09, 2024	BUY	$23.24 - $26.48 $1.18 Million - $1.34 Million	50,754 New	50,754 $1.34 Billion

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

$59.7 Million
5.27% of portfolio
Perella Weinberg Partners Capital Management LP

1.74M
Shares

$34 Million
3.68% of portfolio

About ABRDN ETFS ABRDN BLOOMBERG ALL

Ticker BCI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Martel Wealth Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Martel Wealth Advisors Inc with notifications on news.