Bradley & Co. Private Wealth Management, LLC Invesco ETF Fd Tr Invesco Bull Transaction History

Bradley & Co. Private Wealth Management, LLC

$134 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 25, 2022	SELL	$19.56 - $21.11 $223,375 - $241,076	-11,420 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$20.9 - $22.63 $186,616 - $202,063	8,929 Added 358.45%	11,420 $241,000
Q4 2021 Jan 21, 2022	BUY	$22.52 - $23.02 $56,097 - $57,342	2,491 New	2,491 $57,000

Others Institutions Holding BSCS

# of Institutions

247

Shares Held

67.4M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

6.48M
Shares

$131 Million
0.01% of portfolio
Lido Advisors, LLC Los Angeles, CA

5.15M
Shares

$104 Million
0.58% of portfolio
Wells Fargo & Company San Francisco, CA

3.29M
Shares

$66.6 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.95M
Shares

$59.7 Million
0.03% of portfolio
Tru Wealth Advisors, LLC

2.75M
Shares

$55.5 Million
3.5% of portfolio

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