Marietta Wealth Management, LLC Invesco Exc Self Ind Tr Transaction History

Marietta Wealth Management, LLC

$676 Million
Q4 2024

A detailed history of Marietta Wealth Management, LLC transactions in Invesco Exc Self Ind Tr stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 368,211 shares of BSCU stock, worth $6.01 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

368,211

Previous 361,403 1.88%

Holding current value

$6.01 Million

Previous $6.13 Million 1.6%

% of portfolio

0.89%

Previous 0.92%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$16.32 - $16.99 $111,106 - $115,667	6,808 Added 1.88%	368,211 $6.03 Million
Q3 2024 Oct 22, 2024	BUY	$16.19 - $17.05 $86,616 - $91,217	5,350 Added 1.5%	361,403 $6.13 Million
Q2 2024 Jul 19, 2024	BUY	$15.95 - $16.42 $55,952 - $57,601	3,508 Added 1.0%	356,053 $5.79 Million
Q1 2024 Apr 25, 2024	BUY	$16.22 - $16.67 $411,971 - $423,401	25,399 Added 7.76%	352,545 $5.78 Million
Q4 2023 Jan 30, 2024	SELL	$15.24 - $16.69 $43,677 - $47,833	-2,866 Reduced 0.87%	327,146 $5.44 Million
Q3 2023 Oct 30, 2023	BUY	$15.55 - $16.33 $5.13 Million - $5.39 Million	330,012 New	330,012 $5.14 Million

Others Institutions Holding BSCU

# of Institutions

176

Shares Held

48.3M

Call Options Held

Put Options Held

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About INVESCO EXC SELF-IND TR

Ticker BSCU
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Marietta Wealth Management, LLC Invesco Exc Self Ind Tr Transaction History