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

Ledgewood Wealth Advisors, LLC

  • $159 Billion
  • Q2 2025
Number of Shares
155,515
Previous 149,750 3.85%
Holding current value
$3.3 Billion
Previous $3.13 Billion 5.39%
% of portfolio
2.08%
Previous 2.02%

Shares

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

Jul 18, 2025
BUY
N/A
5,765 Added 3.85%
155,515 $3.3 Billion
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
Track This Portfolio

Track Ledgewood Wealth Advisors, LLC Portfolio

Follow Ledgewood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ledgewood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ledgewood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email