Precedent Wealth Partners, LLC Invesco Exchange Self Ind Tr Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 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 71,393 shares of BSMU stock, worth $1.56 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
71,393
Previous 58,586
21.86%
Holding current value
$1.56 Million
Previous $1.28 Billion
23.98%
% of portfolio
0.52%
Previous 0.51%
Shares
4 transactions
Others Institutions Holding BSMU
# of Institutions
66Shares Held
3.55MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA390KShares$8.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC271KShares$5.93 Million0.0% of portfolio
-
Confluence Investment Management LLC265KShares$5.79 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC196KShares$4.27 Million0.0% of portfolio
-
Envision Financial Planning, LLC Memphis, TN194KShares$4.25 Million2.27% of portfolio