Precedent Wealth Partners, LLC FIRST TR EXCHANGE-TRADED FD Transaction History

Precedent Wealth Partners, LLC

  • $360 Billion
  • Q1 2025
Number of Shares
40,084
Previous 29,385 36.41%
Holding current value
$895 Million
Previous $708 Million 26.46%
% of portfolio
0.25%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
N/A
10,699 Added 36.41%
40,084 $895 Million
Q4 2024

Jan 21, 2025
BUY
N/A
29,385 New
29,385 $708 Million
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