Number of Shares
237,102.00
Current Holdings Value*
$7.25 Mil
% of Portfolio
2.01%
Total Estimate Gain
$202,722.21
% of Total Estimate Gain
2.77%

PRECEDENT WEALTH PARTNERS, LLC's FT Vest U.S. Equity Max Buffer ETF - December Holding Summary

As of 2025-03-31, PRECEDENT WEALTH PARTNERS, LLC held 237,102.00 shares of FT Vest U.S. Equity Max Buffer ETF - December(DECM), totaling $7.25 Mil. This investment constitutes 2.01% of their stock portfolio, and PRECEDENT WEALTH PARTNERS, LLC now holds 19.76% of the outstanding FT Vest U.S. Equity Max Buffer ETF - December(DECM) stock.

The initial trade took place in 2025Q1. And since then PRECEDENT WEALTH PARTNERS, LLC has made 1 purchases of DECM, at an average price of $30.84, for a total of 237,102.00 shares. Based on historical transaction data and DECM's current price of $31.70, PRECEDENT WEALTH PARTNERS, LLC's estimated gain on his DECM holdings is $202,722.21, reflecting a 2.77% gain to date.

PRECEDENT WEALTH PARTNERS, LLC DECM ($31.70) Holding Chart

PRECEDENT WEALTH PARTNERS, LLC DECM ($31.70) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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