Precedent Wealth Partners, LLC Wisdomtree Tr U.S Transaction History
Precedent Wealth Partners, LLC
- $233 Billion
- Q1 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 70,860 shares of DHS stock, worth $5.99 Million. This represents 2.64% of its overall portfolio holdings.
Number of Shares
70,860
Previous 71,150
0.41%
Holding current value
$5.99 Million
Previous $5.85 Billion
5.02%
% of portfolio
2.64%
Previous 2.97%
Shares
2 transactions
Others Institutions Holding DHS
# of Institutions
206Shares Held
6.08MCall Options Held
0Put Options Held
0-
Cwm, LLC1.02MShares$86.5 Million0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC483KShares$40.8 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA401KShares$34 Million0.01% of portfolio
-
Linscomb & Williams, Inc. Houston, TX367KShares$31.1 Million1.64% of portfolio
-
Cetera Investment Advisers Schaumburg, IL363KShares$30.7 Million0.08% of portfolio