Precedent Wealth Partners, LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Precedent Wealth Partners, LLC

  • $454 Billion
  • Q3 2025
Number of Shares
95,212
Previous 98,231 3.07%
Holding current value
$2.85 Billion
Previous $2.88 Billion 1.07%
% of portfolio
0.63%
Previous 0.71%

Shares

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

Oct 14, 2025
SELL
N/A
-3,019 Reduced 3.07%
95,212 $2.85 Billion
Q2 2025

Jul 21, 2025
SELL
N/A
-1,312 Reduced 1.32%
98,231 $2.88 Billion
Q1 2025

Apr 17, 2025
BUY
N/A
99,543 New
99,543 $2.83 Billion
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