Precedent Wealth Partners, LLC Ft Tr ETF Viii Ft Cboe Vest Us Transaction History
Precedent Wealth Partners, LLC
- $408 Billion
- Q2 2025
A detailed history of Precedent Wealth Partners, LLC transactions in Ft Tr ETF Viii Ft Cboe Vest Us stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 243,657 shares of DFEB stock, worth $10.9 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
243,657
Previous 236,824
2.89%
Holding current value
$10.9 Million
Previous $9.98 Billion
8.97%
% of portfolio
2.66%
Previous 2.77%
Shares
2 transactions
Others Institutions Holding DFEB
# of Institutions
135Shares Held
5.96MCall Options Held
0Put Options Held
0-
American Portfolios Advisors Holbrook, NY1.64MShares$73.1 Million2.27% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ204KShares$9.1 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL192KShares$8.55 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC191KShares$8.53 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL170KShares$7.56 Million0.0% of portfolio