Precedent Wealth Partners, LLC Invesco ETF Self Indexed Fd Tr Transaction History
Precedent Wealth Partners, LLC
- $306 Billion
- Q4 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Invesco ETF Self Indexed Fd Tr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 74,202 shares of BSMV stock, worth $1.56 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
74,202
Previous 71,031
4.46%
Holding current value
$1.56 Million
Previous $1.51 Billion
2.63%
% of portfolio
0.51%
Previous 0.5%
Shares
5 transactions
Others Institutions Holding BSMV
# of Institutions
54Shares Held
2.55MCall Options Held
0Put Options Held
0-
Farmer Steven Patrick275KShares$5.77 Million0.09% of portfolio
-
Confluence Investment Management LLC257KShares$5.38 Million0.08% of portfolio
-
Envision Financial Planning, LLC Memphis, TN202KShares$4.23 Million2.26% of portfolio
-
Lpl Financial LLC Fort Mill, SC190KShares$3.98 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC168KShares$3.51 Million0.0% of portfolio