Precedent Wealth Partners, LLC First Exc Trd Viii Cboe Vest U Transaction History

Precedent Wealth Partners, LLC

  • $454 Billion
  • Q3 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 215,460 shares of DJAN stock, worth $9.1 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares
215,460
Previous 217,641 1.0%
Holding current value
$9.1 Million
Previous $8.78 Billion 3.44%
% of portfolio
2.0%
Previous 2.15%

Shares

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

Oct 14, 2025
SELL
$40.28 - $42.14 $87,850 - $91,907
-2,181 Reduced 1.0%
215,460 $9.08 Billion
Q2 2025

Jul 21, 2025
BUY
$36.05 - $40.34 $742,377 - $830,721
20,593 Added 10.45%
217,641 $8.78 Billion
Q1 2025

Apr 17, 2025
BUY
$37.69 - $39.76 $7.43 Million - $7.83 Million
197,048 New
197,048 $7.48 Billion

Others Institutions Holding DJAN

# of Institutions
116
Shares Held
5.15M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST EXC-TRD VIII CBOE VEST U

DJAN Quotes by TradingView
  • Ticker DJAN
  • Sector ETFs
  • Industry ETFs
More about DJAN
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