Precedent Wealth Partners, LLC First Exc Trd Viii Cboe Vest U Transaction History
Precedent Wealth Partners, LLC
- $408 Billion
- Q2 2025
A detailed history of Precedent Wealth Partners, LLC transactions in First Exc Trd Viii Cboe Vest U stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 217,641 shares of DJAN stock, worth $8.87 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
217,641
Previous 197,048
10.45%
Holding current value
$8.87 Million
Previous $7.48 Billion
17.33%
% of portfolio
2.15%
Previous 2.08%
Shares
2 transactions
Others Institutions Holding DJAN
# of Institutions
112Shares Held
5.37MCall Options Held
0Put Options Held
0-
Jaffetilchin Investment Partners, LLC Tampa, FL722KShares$29.4 Million2.03% of portfolio
-
Brookstone Capital Management409KShares$16.7 Million0.26% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ357KShares$14.6 Million0.03% of portfolio
-
Cwm, LLC306KShares$12.5 Million0.05% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX230KShares$9.38 Million1.26% of portfolio