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

Precedent Wealth Partners, LLC

  • $477 Billion
  • Q4 2025
Number of Shares
135,042
Previous 55,626 142.77%
Holding current value
$3.49 Billion
Previous $1.42 Billion 145.71%
% of portfolio
0.73%
Previous 0.31%

Shares

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

Jan 07, 2026
BUY
N/A
79,416 Added 142.77%
135,042 $3.49 Billion
Q3 2025

Oct 14, 2025
BUY
N/A
24,094 Added 76.41%
55,626 $1.42 Billion
Q2 2025

Jul 21, 2025
BUY
N/A
17,487 Added 124.51%
31,532 $791 Million
Q1 2025

Apr 17, 2025
BUY
N/A
14,045 New
14,045 $356 Million
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