Precedent Wealth Partners, LLC Invesco Exchange Self Ind Tr Call Options Transaction History
Precedent Wealth Partners, LLC
- $454 Billion
 - Q3 2025
 
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding BSMU
# of Institutions
89Shares Held
5.48MCall Options Held
0Put Options Held
0- 
    
      Wells Fargo & Company San Francisco, CA408KShares$8.99 Million0.0% of portfolio
 - 
    
      Lpl Financial LLC Fort Mill, SC399KShares$8.81 Million0.0% of portfolio
 - 
    
      Bank Of America Corp Charlotte, NC231KShares$5.1 Million0.0% of portfolio
 - 
    
      Central Valley Advisors, LLC Sacramento, CA180KShares$3.97 Million1.22% of portfolio
 - 
    
      Atlantic Union Bankshares Corp179KShares$3.94 Million0.09% of portfolio