Bradley & Co. Private Wealth Management, LLC Invesco Exc Self Ind Tr Transaction History

Bradley & Co. Private Wealth Management, LLC

$134 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 25, 2022	SELL	$16.04 - $17.83 $217,983 - $242,309	-13,590 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$17.57 - $19.22 $178,476 - $195,236	10,158 Added 295.98%	13,590 $242,000
Q4 2021 Jan 21, 2022	SELL	$19.13 - $19.62 $266,863 - $273,699	-13,950 Reduced 80.26%	3,432 $66,000
Q1 2021 May 12, 2021	BUY	$18.95 - $20.29 $329,388 - $352,680	17,382 New	17,382 $331,000

Others Institutions Holding BSCU

# of Institutions

157

Shares Held

40.6M

Call Options Held

Put Options Held

Clearstead Advisors, LLC Cleveland, OH

2.64M
Shares

$43.6 Million
0.74% of portfolio
Raymond James & Associates St Petersburg, FL

2.59M
Shares

$42.7 Million
0.03% of portfolio
Aptus Capital Advisors, LLC

2.43M
Shares

$40.2 Million
0.76% of portfolio
Wilbanks Smith & Thomas Asset Management LLC

2.36M
Shares

$38.9 Million
1.09% of portfolio
Morgan Stanley New York, NY

1.98M
Shares

$32.7 Million
0.0% of portfolio

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