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

Precedent Wealth Partners, LLC

  • $454 Billion
  • Q3 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 $483,573. This represents 0.11% of its overall portfolio holdings.

Number of Shares
23,963
Previous 23,963 -0.0%
Holding current value
$483,573
Previous $489 Million 3.22%
% of portfolio
0.11%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
228
Shares Held
21.9M
Call Options Held
56.3K
Put Options Held
44.6K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PEY Quotes by TradingView
  • Ticker PEY
  • Sector ETFs
  • Industry ETFs
More about PEY
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