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

Precedent Wealth Partners, LLC

  • $477 Billion
  • Q4 2025
Number of Shares
99,809
Previous 100,722 0.91%
Holding current value
$3.3 Billion
Previous $3.28 Billion 0.48%
% of portfolio
0.69%
Previous 0.72%

Shares

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

Jan 07, 2026
SELL
N/A
-913 Reduced 0.91%
99,809 $3.3 Billion
Q2 2025

Jul 21, 2025
BUY
N/A
34,782 Added 52.75%
100,722 $3.24 Billion
Q1 2025

Apr 17, 2025
BUY
N/A
65,940 New
65,940 $2.07 Billion
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