Precedent Wealth Partners, LLC FIRST TR EXCHANGE-TRADED FD Transaction History

Precedent Wealth Partners, LLC

  • $454 Billion
  • Q3 2025
Number of Shares
55,838
Previous 51,452 8.52%
Holding current value
$1.6 Billion
Previous $1.38 Billion 16.1%
% of portfolio
0.35%
Previous 0.34%

Shares

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

Oct 14, 2025
BUY
N/A
4,386 Added 8.52%
55,838 $1.6 Billion
Q2 2025

Jul 21, 2025
BUY
N/A
11,368 Added 28.36%
51,452 $1.38 Billion
Q1 2025

Apr 17, 2025
BUY
N/A
10,699 Added 36.41%
40,084 $895 Million
Q4 2024

Jan 21, 2025
BUY
N/A
29,385 New
29,385 $708 Million
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