Precedent Wealth Partners, LLC ISHARES TR Transaction History

Precedent Wealth Partners, LLC

  • $454 Billion
  • Q3 2025
Number of Shares
30,040
Previous 12,301 144.21%
Holding current value
$788 Million
Previous $319 Million 147.27%
% of portfolio
0.17%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
N/A
17,739 Added 144.21%
30,040 $788 Million
Q2 2025

Jul 21, 2025
BUY
N/A
12,301 New
12,301 $319 Million
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