Precedent Wealth Partners, LLC Invesco ETF Self Indexed Fd Tr Call Options Transaction History
Precedent Wealth Partners, LLC
- $360 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BSMV
# of Institutions
61Shares Held
3.04MCall Options Held
0Put Options Held
0-
Farmer Steven Patrick275KShares$5.56 Million0.09% of portfolio
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Lpl Financial LLC Fort Mill, SC270KShares$5.46 Million0.0% of portfolio
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Envision Financial Planning, LLC Memphis, TN207KShares$4.17 Million2.23% of portfolio
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Bank Of America Corp Charlotte, NC169KShares$3.41 Million0.0% of portfolio
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE146KShares$2.96 Million0.12% of portfolio