Precedent Wealth Partners, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Precedent Wealth Partners, LLC
- $454 Billion
- Q3 2025
A detailed history of Precedent Wealth Partners, LLC transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 9,757 shares of DDEC stock, worth $430,186. This represents 0.09% of its overall portfolio holdings.
Number of Shares
9,757
Previous 35,745
72.7%
Holding current value
$430,186
Previous $1.49 Billion
71.39%
% of portfolio
0.09%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding DDEC
# of Institutions
115Shares Held
3.35MCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ249KShares$11 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC228KShares$10.1 Million0.01% of portfolio
-
Kestra Advisory Services, LLC225KShares$9.93 Million0.05% of portfolio
-
Envestnet Asset Management Inc138KShares$6.07 Million0.0% of portfolio
-
Hartford Financial Management Inc.114KShares$5 Million1.43% of portfolio