Precedent Wealth Partners, LLC BLACKROCK INC Transaction History

Precedent Wealth Partners, LLC

  • $454 Billion
  • Q3 2025
Number of Shares
2,071
Previous 1,946 6.42%
Holding current value
$2.41 Billion
Previous $2.04 Billion 18.27%
% of portfolio
0.53%
Previous 0.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
N/A
125 Added 6.42%
2,071 $2.41 Billion
Q2 2025

Jul 21, 2025
BUY
N/A
206 Added 11.84%
1,946 $2.04 Billion
Q1 2025

Apr 17, 2025
BUY
N/A
266 Added 18.05%
1,740 $1.65 Billion
Q4 2024

Jan 21, 2025
BUY
N/A
1,474 New
1,474 $1.51 Billion
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