Precedent Wealth Partners, LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Precedent Wealth Partners, LLC

  • $408 Billion
  • Q2 2025
Number of Shares
31,532
Previous 14,045 124.51%
Holding current value
$791 Million
Previous $356 Million 122.29%
% of portfolio
0.19%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
N/A
17,487 Added 124.51%
31,532 $791 Million
Q1 2025

Apr 17, 2025
BUY
N/A
14,045 New
14,045 $356 Million
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