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

Ledgewood Wealth Advisors, LLC

  • $155 Billion
  • Q1 2025
Number of Shares
149,750
Previous 121,995 22.75%
Holding current value
$3.13 Billion
Previous $2.52 Billion 24.36%
% of portfolio
2.02%
Previous 1.62%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
N/A
27,755 Added 22.75%
149,750 $3.13 Billion
Q4 2024

Apr 10, 2025
BUY
N/A
121,995 New
121,995 $2.52 Billion
Q3 2024

Apr 15, 2025
BUY
N/A
10,030 Added 81.98%
22,265 $480 Million
Q2 2024

Apr 15, 2025
SELL
N/A
-109,760 Reduced 89.97%
12,235 $252 Million
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