Precedent Wealth Partners, LLC Invesco ETF Self Indexed Fd Tr Transaction History

Precedent Wealth Partners, LLC

$360 Billion
Q1 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 141,395 shares of BSMV stock, worth $2.86 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

141,395

Previous 74,202 90.55%

Holding current value

$2.86 Million

Previous $1.55 Billion 88.73%

% of portfolio

0.81%

Previous 0.51%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$20.57 - $21.12 $1.38 Million - $1.42 Million	67,193 Added 90.55%	141,395 $2.93 Billion
Q4 2024 Jan 21, 2025	BUY	$20.78 - $21.38 $65,893 - $67,795	3,171 Added 4.46%	74,202 $1.55 Billion
Q3 2024 Oct 17, 2024	BUY	$20.92 - $21.41 $280,725 - $287,300	13,419 Added 23.29%	71,031 $1.51 Billion
Q2 2024 Jul 23, 2024	BUY	$20.7 - $21.24 $184,892 - $189,715	8,932 Added 18.35%	57,612 $1.21 Billion
Q1 2024 Apr 23, 2024	BUY	$21.24 - $21.67 $234,829 - $239,583	11,056 Added 29.39%	48,680 $1.04 Billion
Q4 2023 Jan 18, 2024	BUY	$19.7 - $21.68 $741,192 - $815,688	37,624 New	37,624 $814 Million

Others Institutions Holding BSMV

# of Institutions

Shares Held

3.04M

Call Options Held

Put Options Held

View Full List

About INVESCO ETF SELF-INDEXED FD TR

Ticker BSMV
Sector ETFs
Industry ETFs

More about BSMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Precedent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.

Account

Precedent Wealth Partners, LLC Invesco ETF Self Indexed Fd Tr Transaction History