Precedent Wealth Partners, LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History
Precedent Wealth Partners, LLC
- $306 Billion
- Q4 2024
A detailed history of Precedent Wealth Partners, LLC transactions in First Tr Ex Tr Fd Viii Cboe Ve stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 160,471 shares of DMAY stock, worth $6.68 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
160,471
Previous 159,800
0.42%
Holding current value
$6.68 Million
Previous $6.39 Billion
2.35%
% of portfolio
2.13%
Previous 2.11%
Shares
2 transactions
Others Institutions Holding DMAY
# of Institutions
72Shares Held
2.93MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph592KShares$24.6 Million7.67% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL304KShares$12.7 Million0.02% of portfolio
-
Kestra Advisory Services, LLC217KShares$9.04 Million0.05% of portfolio
-
Raymond James & Associates St Petersburg, FL202KShares$8.42 Million0.01% of portfolio
-
Tanglewood Legacy Advisors, LLC Houston, TX152KShares$6.33 Million2.7% of portfolio