Precedent Wealth Partners, LLC Invesco ETF Self Indexed Fd Tr Transaction History
Precedent Wealth Partners, LLC
- $248 Billion
- Q2 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Invesco ETF Self Indexed Fd Tr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 57,612 shares of BSMV stock, worth $1.23 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
57,612
Previous 48,680
18.35%
Holding current value
$1.23 Million
Previous $1.04 Billion
16.4%
% of portfolio
0.49%
Previous 0.45%
Shares
3 transactions
Others Institutions Holding BSMV
# of Institutions
44Shares Held
2.09MCall Options Held
0Put Options Held
0-
Confluence Investment Management LLC282KShares$6.03 Million0.09% of portfolio
-
Farmer Steven Patrick275KShares$5.88 Million0.09% of portfolio
-
Envision Financial Planning, LLC Memphis, TN201KShares$4.28 Million3.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC146KShares$3.11 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC126KShares$2.69 Million0.0% of portfolio