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

Precedent Wealth Partners, LLC

$408 Billion
Q2 2025

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 99,914 shares of PRF stock, worth $4.31 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

99,914

Previous 103,817 3.76%

Holding current value

$4.31 Million

Previous $4.2 Billion 0.67%

% of portfolio

1.03%

Previous 1.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$35.77 - $42.27 $139,610 - $164,979	-3,903 Reduced 3.76%	99,914 $4.22 Billion
Q1 2025 Apr 17, 2025	SELL	$39.4 - $42.61 $7,407 - $8,010	-188 Reduced 0.18%	103,817 $4.2 Billion
Q4 2024 Jan 21, 2025	SELL	$40.15 - $42.9 $230,822 - $246,632	-5,749 Reduced 5.24%	104,005 $4.2 Billion
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

588

Shares Held

134M

Call Options Held

2.4K

Put Options Held

300

View Full List

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