Precedent Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 2024
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 165,706 shares of XLG stock, worth $8.06 Million. This represents 2.6% of its overall portfolio holdings.
Number of Shares
165,706
Previous 134,015
23.65%
Holding current value
$8.06 Million
Previous $6.13 Billion
28.46%
% of portfolio
2.6%
Previous 2.47%
Shares
4 transactions
Others Institutions Holding XLG
# of Institutions
416Shares Held
66.1MCall Options Held
47.5KPut Options Held
45.5K-
Lpl Financial LLC Fort Mill, SC7.24MShares$352 Million0.17% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa5.39MShares$262 Million0.11% of portfolio
-
Morgan Stanley New York, NY5.3MShares$258 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.89MShares$189 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.88MShares$140 Million0.04% of portfolio