Ledgewood Wealth Advisors, LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Ledgewood Wealth Advisors, LLC

  • $159 Billion
  • Q2 2025
Number of Shares
193,130
Previous 192,205 0.48%
Holding current value
$4.01 Billion
Previous $3.94 Billion 1.78%
% of portfolio
2.52%
Previous 2.54%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
N/A
925 Added 0.48%
193,130 $4.01 Billion
Q1 2025

Apr 25, 2025
BUY
N/A
4,140 Added 2.2%
192,205 $3.94 Billion
Q4 2024

Apr 10, 2025
BUY
N/A
188,065 New
188,065 $3.8 Billion
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