Precedent Wealth Partners, LLC Wisdomtree Tr Transaction History
Precedent Wealth Partners, LLC
- $360 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding DTH
# of Institutions
89Shares Held
5.77MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.45MShares$65.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY741KShares$33.7 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC600KShares$27.3 Million0.01% of portfolio
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Mariner, LLC Overland Park, KS231KShares$10.5 Million0.02% of portfolio
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Jones Financial Companies Lllp214KShares$9.71 Million0.0% of portfolio