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

Precedent Wealth Partners, LLC

  • $306 Billion
  • Q4 2024
Number of Shares
63,907
Previous 59,781 6.9%
Holding current value
$1.6 Billion
Previous $1.53 Billion 4.65%
% of portfolio
0.52%
Previous 0.51%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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