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

Precedent Wealth Partners, LLC

  • $477 Billion
  • Q4 2025
Number of Shares
94,006
Previous 95,212 1.27%
Holding current value
$2.86 Billion
Previous $2.85 Billion 0.29%
% of portfolio
0.6%
Previous 0.63%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
N/A
-1,206 Reduced 1.27%
94,006 $2.86 Billion
Q3 2025

Oct 14, 2025
SELL
N/A
-3,019 Reduced 3.07%
95,212 $2.85 Billion
Q2 2025

Jul 21, 2025
SELL
N/A
-1,312 Reduced 1.32%
98,231 $2.88 Billion
Q1 2025

Apr 17, 2025
BUY
N/A
99,543 New
99,543 $2.83 Billion
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