Precedent Wealth Partners, LLC Invesco ETF Self Indexed Fd Tr Transaction History
Precedent Wealth Partners, LLC
- $454 Billion
- Q3 2025
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 178,091 shares of BSMV stock, worth $3.77 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
178,091
Previous 156,969
13.46%
Holding current value
$3.77 Million
Previous $3.24 Billion
15.6%
% of portfolio
0.82%
Previous 0.79%
Shares
8 transactions
Others Institutions Holding BSMV
# of Institutions
66Shares Held
3.84MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC331KShares$7 Million0.0% of portfolio
-
Farmer Steven Patrick275KShares$5.83 Million0.09% of portfolio
-
Central Valley Advisors, LLC Sacramento, CA188KShares$3.98 Million1.22% of portfolio
-
Bank Of America Corp Charlotte, NC185KShares$3.93 Million0.0% of portfolio
-
Invesco Ltd. Atlanta, GA177KShares$3.75 Million0.0% of portfolio