Precedent Wealth Partners, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Precedent Wealth Partners, LLC
- $408 Billion
- Q2 2025
A detailed history of Precedent Wealth Partners, LLC transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 35,745 shares of DDEC stock, worth $1.53 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
35,745
Previous 16,192
120.76%
Holding current value
$1.53 Million
Previous $634 Million
135.54%
% of portfolio
0.37%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding DDEC
# of Institutions
112Shares Held
3.46MCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ249KShares$10.7 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC249KShares$10.7 Million0.01% of portfolio
-
Kestra Advisory Services, LLC195KShares$8.35 Million0.04% of portfolio
-
Envestnet Asset Management Inc135KShares$5.78 Million0.0% of portfolio
-
Beacon Financial Group124KShares$5.3 Million0.58% of portfolio