Precedent Wealth Partners, LLC Ft Tr ETF Viii Ft Cboe Vest Us Transaction History
Precedent Wealth Partners, LLC
- $454 Billion
- Q3 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 220,227 shares of DFEB stock, worth $10.2 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
220,227
Previous 243,657
9.62%
Holding current value
$10.2 Million
Previous $10.9 Billion
5.79%
% of portfolio
2.26%
Previous 2.66%
Shares
3 transactions
Others Institutions Holding DFEB
# of Institutions
151Shares Held
6.28MCall Options Held
0Put Options Held
0-
American Portfolios Advisors Holbrook, NY1.64MShares$76.3 Million2.27% of portfolio
-
Commonwealth Equity Services, LLC256KShares$11.9 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL192KShares$8.91 Million0.01% of portfolio
-
Cwm, LLC174KShares$8.09 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ170KShares$7.91 Million0.01% of portfolio