Precedent Wealth Partners, LLC BLACKROCK INC Transaction History

Precedent Wealth Partners, LLC

  • $408 Billion
  • Q2 2025
Number of Shares
1,946
Previous 1,740 11.84%
Holding current value
$2.04 Billion
Previous $1.65 Billion 23.94%
% of portfolio
0.5%
Previous 0.46%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
N/A
206 Added 11.84%
1,946 $2.04 Billion
Q1 2025

Apr 17, 2025
BUY
N/A
266 Added 18.05%
1,740 $1.65 Billion
Q4 2024

Jan 21, 2025
BUY
N/A
1,474 New
1,474 $1.51 Billion
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