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

Precedent Wealth Partners, LLC

  • $408 Billion
  • Q2 2025
Number of Shares
83,724
Previous 80,124 4.49%
Holding current value
$2.66 Billion
Previous $2.47 Billion 7.73%
% of portfolio
0.65%
Previous 0.68%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
N/A
3,600 Added 4.49%
83,724 $2.66 Billion
Q1 2025

Apr 17, 2025
BUY
N/A
80,124 New
80,124 $2.47 Billion
Track This Portfolio

Track Precedent Wealth Partners, LLC Portfolio

Follow Precedent Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Precedent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email