Precedent Wealth Partners, LLC First Exc Trd Viii Cboe Vest U Transaction History
Precedent Wealth Partners, LLC
- $477 Billion
- Q4 2025
A detailed history of Precedent Wealth Partners, LLC transactions in First Exc Trd Viii Cboe Vest U stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 180,545 shares of DJAN stock, worth $7.66 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
180,545
Previous 215,460
16.2%
Holding current value
$7.66 Million
Previous $9.08 Billion
13.68%
% of portfolio
1.64%
Previous 2.0%
Shares
4 transactions
Others Institutions Holding DJAN
# of Institutions
116Shares Held
4.93MCall Options Held
0Put Options Held
0-
Jaffetilchin Investment Partners, LLC Tampa, FL736KShares$31.2 Million1.91% of portfolio
-
Brookstone Capital Management366KShares$15.5 Million0.21% of portfolio
-
Cwm, LLC270KShares$11.5 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ254KShares$10.8 Million0.02% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX232KShares$9.86 Million1.17% of portfolio