Precedent Wealth Partners, LLC Invesco Exchange Self Ind Tr Transaction History

Precedent Wealth Partners, LLC

$360 Billion
Q1 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Exchange Self Ind Tr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 129,822 shares of BSMU stock, worth $2.75 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

129,822

Previous 74,271 74.8%

Holding current value

$2.75 Million

Previous $1.61 Billion 73.67%

% of portfolio

0.78%

Previous 0.53%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$21.49 - $22.03 $1.19 Million - $1.22 Million	55,551 Added 74.8%	129,822 $2.8 Billion
Q4 2024 Jan 21, 2025	BUY	$21.63 - $22.25 $62,251 - $64,035	2,878 Added 4.03%	74,271 $1.61 Billion
Q3 2024 Oct 17, 2024	BUY	$21.72 - $22.21 $278,168 - $284,443	12,807 Added 21.86%	71,393 $1.58 Billion
Q2 2024 Jul 23, 2024	BUY	$21.53 - $22.05 $184,748 - $189,211	8,581 Added 17.16%	58,586 $1.28 Billion
Q1 2024 Apr 23, 2024	BUY	$22.1 - $22.43 $268,934 - $272,950	12,169 Added 32.16%	50,005 $1.11 Billion
Q4 2023 Jan 18, 2024	BUY	$20.62 - $22.45 $780,178 - $849,418	37,836 New	37,836 $848 Million

Others Institutions Holding BSMU

# of Institutions

Shares Held

4.79M

Call Options Held

Put Options Held

View Full List

About INVESCO EXCHANGE SELF-IND TR

Ticker BSMU
Sector ETFs
Industry ETFs

More about BSMU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Precedent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.

Account

Precedent Wealth Partners, LLC Invesco Exchange Self Ind Tr Transaction History