Precedent Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Precedent Wealth Partners, LLC

$303 Billion
Q3 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 109,754 shares of PRF stock, worth $4.65 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares

109,754

Previous 122,125 10.13%

Holding current value

$4.65 Million

Previous $4.63 Billion 3.78%

% of portfolio

1.47%

Previous 1.87%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$37.33 - $40.63 $461,809 - $502,633	-12,371 Reduced 10.13%	109,754 $4.46 Billion
Q2 2024 Jul 23, 2024	BUY	$36.45 - $38.58 $261,929 - $277,235	7,186 Added 6.25%	122,125 $4.63 Billion
Q1 2024 Apr 23, 2024	SELL	$34.62 - $38.47 $797,090 - $885,733	-23,024 Reduced 16.69%	114,939 $4.42 Billion
Q4 2023 Jan 18, 2024	BUY	$30.37 - $35.31 $4.19 Million - $4.87 Million	137,963 New	137,963 $4.86 Billion

Others Institutions Holding PRF

# of Institutions

526

Shares Held

131M

Call Options Held

Put Options Held

200

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PRF
Sector ETFs
Industry ETFs

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Precedent Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History