Precedent Wealth Partners, LLC ISHARES TR Transaction History

Precedent Wealth Partners, LLC

  • $477 Billion
  • Q4 2025
Number of Shares
122,018
Previous 30,040 306.19%
Holding current value
$3.19 Billion
Previous $788 Million 304.79%
% of portfolio
0.67%
Previous 0.17%

Shares

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

Jan 07, 2026
BUY
N/A
91,978 Added 306.19%
122,018 $3.19 Billion
Q3 2025

Oct 14, 2025
BUY
N/A
17,739 Added 144.21%
30,040 $788 Million
Q2 2025

Jul 21, 2025
BUY
N/A
12,301 New
12,301 $319 Million
Track This Portfolio

Track Precedent Wealth Partners, LLC Portfolio

Follow Precedent Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Precedent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email