Precedent Wealth Partners, LLC First Tr ETF Viii Cboe Vest Us Transaction History
Precedent Wealth Partners, LLC
- $454 Billion
- Q3 2025
A detailed history of Precedent Wealth Partners, LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 16,571 shares of DSEP stock, worth $730,449. This represents 0.16% of its overall portfolio holdings.
Number of Shares
16,571Holding current value
$730,449% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding DSEP
# of Institutions
100Shares Held
3MCall Options Held
0Put Options Held
0-
Reap Financial Group, LLC Austin, TX271KShares$11.9 Million2.7% of portfolio
-
Spectrum Asset Management, Inc.267KShares$11.7 Million4.44% of portfolio
-
Armis Advisers, LLC Atlanta, GA256KShares$11.3 Million0.86% of portfolio
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Envestnet Asset Management Inc177KShares$7.79 Million0.0% of portfolio
-
Kestra Advisory Services, LLC155KShares$6.83 Million0.03% of portfolio