Precedent Wealth Partners, LLC Vanguard Energy ETF Transaction History
Precedent Wealth Partners, LLC
- $408 Billion
- Q2 2025
Shares
4 transactions
Others Institutions Holding VDE
# of Institutions
729Shares Held
22MCall Options Held
118KPut Options Held
58.7K-
Bank Of America Corp Charlotte, NC2.11MShares$263 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.59MShares$199 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.24MShares$154 Million0.03% of portfolio
-
Ubs Group Ag1.06MShares$133 Million0.02% of portfolio
-
Wealthfront Advisers LLC883KShares$110 Million0.28% of portfolio