Precedent Wealth Partners, LLC Vanguard Russell 3000 ETF Transaction History
Precedent Wealth Partners, LLC
- $360 Billion
- Q1 2025
A detailed history of Precedent Wealth Partners, LLC transactions in Vanguard Russell 3000 ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 1,657 shares of VTHR stock, worth $431,350. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,657
Previous 1,673
0.96%
Holding current value
$431,350
Previous $435 Million
5.91%
% of portfolio
0.11%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding VTHR
# of Institutions
218Shares Held
4.34MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN518KShares$135 Million0.04% of portfolio
-
Lincoln National Corp460KShares$120 Million3.66% of portfolio
-
Cliffwater LLC Marina Del Rey, CA262KShares$68.2 Million17.17% of portfolio
-
Natixis Advisors, L.P. Boston, MA221KShares$57.7 Million0.1% of portfolio
-
Morgan Stanley New York, NY219KShares$57 Million0.0% of portfolio