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

Precedent Wealth Partners, LLC

  • $408 Billion
  • Q2 2025
Number of Shares
98,231
Previous 99,543 1.32%
Holding current value
$2.88 Billion
Previous $2.83 Billion 1.61%
% of portfolio
0.71%
Previous 0.79%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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