Precedent Wealth Partners, LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Precedent Wealth Partners, LLC

  • $477 Billion
  • Q4 2025
Number of Shares
82,562
Previous 82,700 0.17%
Holding current value
$2.73 Billion
Previous $2.68 Billion 1.63%
% of portfolio
0.57%
Previous 0.59%

Shares

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

Jan 07, 2026
SELL
N/A
-138 Reduced 0.17%
82,562 $2.73 Billion
Q3 2025

Oct 14, 2025
SELL
N/A
-1,024 Reduced 1.22%
82,700 $2.68 Billion
Q2 2025

Jul 21, 2025
BUY
N/A
3,600 Added 4.49%
83,724 $2.66 Billion
Q1 2025

Apr 17, 2025
BUY
N/A
80,124 New
80,124 $2.47 Billion
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