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

Ledgewood Wealth Advisors, LLC

  • $155 Billion
  • Q1 2025
Number of Shares
192,205
Previous 188,065 2.2%
Holding current value
$3.94 Billion
Previous $3.8 Billion 3.56%
% of portfolio
2.54%
Previous 2.45%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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