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

Precedent Wealth Partners, LLC

  • $303 Billion
  • Q3 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 71,031 shares of BSMV stock, worth $1.5 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
71,031
Previous 57,612 23.29%
Holding current value
$1.5 Million
Previous $1.21 Billion 25.32%
% of portfolio
0.5%
Previous 0.49%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
51
Shares Held
2.43M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF SELF-INDEXED FD TR

BSMV Quotes by TradingView
  • Ticker BSMV
  • Sector ETFs
  • Industry ETFs
More about BSMV
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