Aletheian Wealth Advisors LLC Invesco ETF Tr Ii Sr Ln ETF Transaction History

Aletheian Wealth Advisors LLC

$163 Million
Q3 2024

A detailed history of Aletheian Wealth Advisors LLC transactions in Invesco ETF Tr Ii Sr Ln ETF stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 62,898 shares of BKLN stock, worth $1.32 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

62,898

Previous 60,745 3.54%

Holding current value

$1.32 Million

Previous $1.28 Million 3.36%

% of portfolio

0.81%

Previous 0.7%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$20.69 - $21.17 $44,545 - $45,579	2,153 Added 3.54%	62,898 $1.32 Million
Q2 2024 Jul 26, 2024	BUY	$21.0 - $21.22 $13,041 - $13,177	621 Added 1.03%	60,745 $1.28 Million
Q1 2024 Apr 15, 2024	BUY	$21.01 - $21.23 $99,608 - $100,651	4,741 Added 8.56%	60,124 $1.27 Million
Q4 2023 Jan 05, 2024	BUY	$20.77 - $21.22 $47,937 - $48,975	2,308 Added 4.35%	55,383 $1.17 Million
Q3 2023 Oct 04, 2023	SELL	$20.93 - $21.27 $75,829 - $77,061	-3,623 Reduced 6.39%	53,075 $1.11 Million
Q2 2023 Jul 13, 2023	BUY	$20.56 - $21.04 $47,411 - $48,518	2,306 Added 4.24%	56,698 $1.19 Million
Q1 2023 May 11, 2023	SELL	$20.43 - $21.19 $20,062 - $20,808	-982 Reduced 1.77%	54,392 $1.13 Million
Q4 2022 Jan 17, 2023	SELL	$20.36 - $21.04 $138,631 - $143,261	-6,809 Reduced 10.95%	55,374 $0
Q3 2022 Oct 14, 2022	SELL	$20.19 - $21.46 $43,267 - $45,988	-2,143 Reduced 3.33%	62,183 $1.26 Million
Q2 2022 Jul 11, 2022	BUY	$20.27 - $21.94 $90,160 - $97,589	4,448 Added 7.43%	64,326 $1.3 Million
Q1 2022 Apr 18, 2022	BUY	$21.31 - $22.2 $384,411 - $400,465	18,039 Added 43.12%	59,878 $1.3 Million
Q4 2021 Apr 12, 2022	BUY	$21.8 - $22.18 $912,090 - $927,989	41,839 New	41,839 $925,000

Others Institutions Holding BKLN

# of Institutions

520

Shares Held

282M

Call Options Held

65.1K

Put Options Held

1.31M

View Full List

About INVESCO ETF TR II SR LN ETF

Ticker BKLN
Sector ETFs
Industry ETFs

More about BKLN

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Aletheian Wealth Advisors LLC Invesco ETF Tr Ii Sr Ln ETF Transaction History