Precedent Wealth Partners, LLC First Tr Ex Tr Viii Cboe Vest Transaction History
Precedent Wealth Partners, LLC
- $454 Billion
- Q3 2025
A detailed history of Precedent Wealth Partners, LLC transactions in First Tr Ex Tr Viii Cboe Vest stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 24,379 shares of DMAR stock, worth $993,200. This represents 0.22% of its overall portfolio holdings.
Number of Shares
24,379
Previous 24,379
-0.0%
Holding current value
$993,200
Previous $965 Million
3.03%
% of portfolio
0.22%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding DMAR
# of Institutions
106Shares Held
2.91MCall Options Held
0Put Options Held
0-
Spectrum Asset Management, Inc.241KShares$9.83 Million4.19% of portfolio
-
Kestra Advisory Services, LLC219KShares$8.91 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC214KShares$8.72 Million0.01% of portfolio
-
Wood Tarver Financial Group, LLC Boise, ID186KShares$7.57 Million2.21% of portfolio
-
Truadvice, LLC Sarasota, FL121KShares$4.93 Million1.7% of portfolio