Tennessee Valley Asset Management Partners Invesco Exc Self Ind Tr Transaction History

Tennessee Valley Asset Management Partners

$594 Million
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 29, 2024	BUY	$15.24 - $16.69 $72,191 - $79,060	4,737 New	4,737 $78,000

Others Institutions Holding BSCU

# of Institutions

208

Shares Held

66.3M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

6.63M
Shares

$110 Million
1.22% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.81M
Shares

$63.2 Million
0.02% of portfolio
Morgan Stanley New York, NY

3.56M
Shares

$59.1 Million
0.0% of portfolio
Tru Wealth Advisors, LLC

3.4M
Shares

$56.4 Million
3.61% of portfolio
Clearstead Advisors, LLC Cleveland, OH

3.07M
Shares

$50.9 Million
0.78% of portfolio

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