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

Precedent Wealth Partners, LLC

  • $408 Billion
  • Q2 2025
Number of Shares
117,137
Previous 103,589 13.08%
Holding current value
$2.87 Billion
Previous $2.55 Billion 12.53%
% of portfolio
0.7%
Previous 0.71%

Shares

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

Jul 21, 2025
BUY
N/A
13,548 Added 13.08%
117,137 $2.87 Billion
Q1 2025

Apr 17, 2025
BUY
N/A
39,682 Added 62.09%
103,589 $2.55 Billion
Q4 2024

Jan 21, 2025
BUY
N/A
4,126 Added 6.9%
63,907 $1.6 Billion
Q3 2024

Oct 17, 2024
BUY
N/A
47,010 Added 368.1%
59,781 $1.53 Billion
Q2 2024

Jul 23, 2024
BUY
N/A
12,771 New
12,771 $322 Million
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