Precedent Wealth Partners, LLC Wisdomtree Tr Transaction History
Precedent Wealth Partners, LLC
- $408 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding DTH
# of Institutions
98Shares Held
5.65MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.45MShares$69 Million0.01% of portfolio
-
Morgan Stanley New York, NY741KShares$35.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC600KShares$28.6 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS231KShares$11 Million0.02% of portfolio
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Beacon Pointe Advisors, LLC Newport Beach, CA161KShares$7.69 Million0.08% of portfolio