Precedent Wealth Partners, LLC Invesco Exchange Self Ind Tr Transaction History
Precedent Wealth Partners, LLC
- $248 Billion
- Q2 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 58,586 shares of BSMU stock, worth $1.3 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
58,586
Previous 50,005
17.16%
Holding current value
$1.3 Million
Previous $1.11 Billion
15.32%
% of portfolio
0.51%
Previous 0.48%
Shares
3 transactions
Others Institutions Holding BSMU
# of Institutions
55Shares Held
2.78MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA317KShares$7.02 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC242KShares$5.36 Million0.0% of portfolio
-
Envision Financial Planning, LLC Memphis, TN190KShares$4.2 Million3.16% of portfolio
-
Farmer Steven Patrick177KShares$3.92 Million0.06% of portfolio
-
Insight Wealth Partners, LLC136KShares$3.01 Million0.51% of portfolio