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

Precedent Wealth Partners, LLC

  • $408 Billion
  • Q2 2025
Number of Shares
100,722
Previous 65,940 52.75%
Holding current value
$3.24 Billion
Previous $2.07 Billion 56.45%
% of portfolio
0.79%
Previous 0.57%

Shares

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

Jul 21, 2025
BUY
N/A
34,782 Added 52.75%
100,722 $3.24 Billion
Q1 2025

Apr 17, 2025
BUY
N/A
65,940 New
65,940 $2.07 Billion
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