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

Precedent Wealth Partners, LLC

  • $477 Billion
  • Q4 2025
Number of Shares
20,633
Previous 17,519 17.77%
Holding current value
$507 Million
Previous $426 Million 18.99%
% of portfolio
0.11%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
N/A
3,114 Added 17.77%
20,633 $507 Million
Q2 2025

Jul 21, 2025
BUY
N/A
17,519 New
17,519 $415 Million
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