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

Precedent Wealth Partners, LLC

  • $477 Billion
  • Q4 2025
Number of Shares
297,765
Previous 239,453 24.35%
Holding current value
$9.78 Billion
Previous $7.72 Billion 26.61%
% of portfolio
2.05%
Previous 1.7%

Shares

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

Jan 07, 2026
BUY
N/A
58,312 Added 24.35%
297,765 $9.78 Billion
Q3 2025

Oct 14, 2025
BUY
N/A
4,037 Added 1.71%
239,453 $7.72 Billion
Q2 2025

Jul 21, 2025
SELL
N/A
-1,686 Reduced 0.71%
235,416 $7.42 Billion
Q1 2025

Apr 17, 2025
BUY
N/A
237,102 New
237,102 $7.25 Billion
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