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

Precedent Wealth Partners, LLC

  • $454 Billion
  • Q3 2025
Number of Shares
55,626
Previous 31,532 76.41%
Holding current value
$1.42 Billion
Previous $791 Million 79.75%
% of portfolio
0.31%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
N/A
24,094 Added 76.41%
55,626 $1.42 Billion
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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