Precedent Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Precedent Wealth Partners, LLC

$408 Billion
Q2 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 23,963 shares of PEY stock, worth $512,568. This represents 0.12% of its overall portfolio holdings.

Number of Shares

23,963

Previous 36,404 34.17%

Holding current value

$512,568

Previous $782 Million 37.42%

% of portfolio

0.12%

Previous 0.22%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$18.68 - $21.54 $232,397 - $267,979	-12,441 Reduced 34.17%	23,963 $489 Million
Q1 2025 Apr 17, 2025	SELL	$20.82 - $22.08 $28,294 - $30,006	-1,359 Reduced 3.6%	36,404 $782 Million
Q4 2024 Jan 21, 2025	BUY	$21.1 - $23.08 $15,719 - $17,194	745 Added 2.01%	37,763 $803 Million
Q3 2024 Oct 17, 2024	BUY	$19.4 - $21.93 $451,554 - $510,442	23,276 Added 169.38%	37,018 $812 Million
Q2 2024 Jul 23, 2024	BUY	$19.3 - $20.66 $265,220 - $283,909	13,742 New	13,742 $270 Million

Others Institutions Holding PEY

# of Institutions

219

Shares Held

22.8M

Call Options Held

72.1K

Put Options Held

42.2K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PEY
Sector ETFs
Industry ETFs

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Precedent Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History