Precedent Wealth Partners, LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 2024
A detailed history of Precedent Wealth Partners, LLC transactions in First Tr Ex Tr Fd Viii Cboe Ve stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 159,800 shares of DMAY stock, worth $6.37 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
159,800Holding current value
$6.37 Million% of portfolio
2.11%Shares
1 transactions
Others Institutions Holding DMAY
# of Institutions
70Shares Held
3.43MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph637KShares$25.4 Million8.51% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL304KShares$12.1 Million0.02% of portfolio
-
Envestnet Asset Management Inc287KShares$11.4 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL266KShares$10.6 Million0.02% of portfolio
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Kestra Advisory Services, LLC221KShares$8.79 Million0.05% of portfolio