Precedent Wealth Partners, LLC Invesco Exchange Self Ind Tr Transaction History

Precedent Wealth Partners, LLC

$306 Billion
Q4 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Exchange Self Ind Tr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 74,271 shares of BSMU stock, worth $1.61 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

74,271

Previous 71,393 4.03%

Holding current value

$1.61 Million

Previous $1.58 Billion 2.01%

% of portfolio

0.53%

Previous 0.52%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$21.63 - $22.25 $62,251 - $64,035	2,878 Added 4.03%	74,271 $1.61 Billion
Q3 2024 Oct 17, 2024	BUY	$21.72 - $22.21 $278,168 - $284,443	12,807 Added 21.86%	71,393 $1.58 Billion
Q2 2024 Jul 23, 2024	BUY	$21.53 - $22.05 $184,748 - $189,211	8,581 Added 17.16%	58,586 $1.28 Billion
Q1 2024 Apr 23, 2024	BUY	$22.1 - $22.43 $268,934 - $272,950	12,169 Added 32.16%	50,005 $1.11 Billion
Q4 2023 Jan 18, 2024	BUY	$20.62 - $22.45 $780,178 - $849,418	37,836 New	37,836 $848 Million

Others Institutions Holding BSMU

# of Institutions

Shares Held

3.58M

Call Options Held

Put Options Held

View Full List

About INVESCO EXCHANGE SELF-IND TR

Ticker BSMU
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Precedent Wealth Partners, LLC Invesco Exchange Self Ind Tr Transaction History