Precedent Wealth Partners, LLC Invesco ETF Self Indexed Fd Tr Transaction History
Precedent Wealth Partners, LLC
- $233 Billion
- Q1 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 48,680 shares of BSMV stock, worth $1.02 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
48,680
Previous 37,624
29.39%
Holding current value
$1.02 Million
Previous $814 Million
27.41%
% of portfolio
0.45%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding BSMV
# of Institutions
38Shares Held
1.98MCall Options Held
0Put Options Held
0-
Confluence Investment Management LLC286KShares$5.99 Million0.09% of portfolio
-
Farmer Steven Patrick275KShares$5.77 Million0.09% of portfolio
-
Envision Financial Planning, LLC Memphis, TN184KShares$3.86 Million3.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC131KShares$2.74 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC125KShares$2.62 Million0.0% of portfolio