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

Precedent Wealth Partners, LLC

149,715

Previous 136,593 9.61%

$3.76 Billion

Previous $3.41 Billion 10.2%

0.79%

Previous 0.75%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	N/A	13,122 Added 9.61%	149,715 $3.76 Billion
Q3 2025 Oct 14, 2025	BUY	N/A	19,456 Added 16.61%	136,593 $3.41 Billion
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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