PRECEDENT WEALTH PARTNERS, LLC DFEB Holdings History
PRECEDENT WEALTH PARTNERS, LLC's FT Vest U.S. Equity Deep Buffer ETF - February Holding Summary
As of 2025-03-31, PRECEDENT WEALTH PARTNERS, LLC held 236,824.00 shares of FT Vest U.S. Equity Deep Buffer ETF - February(DFEB), totaling $9.98 Mil. This investment constitutes 2.77% of their stock portfolio, and PRECEDENT WEALTH PARTNERS, LLC now holds 2.63% of the outstanding FT Vest U.S. Equity Deep Buffer ETF - February(DFEB) stock.
The initial trade took place in 2025Q1. And since then PRECEDENT WEALTH PARTNERS, LLC has made 1 purchases of DFEB, at an average price of $42.93, for a total of 236,824.00 shares. Based on historical transaction data and DFEB's current price of $44.99, PRECEDENT WEALTH PARTNERS, LLC's estimated gain on his DFEB holdings is $488,567.91, reflecting a 4.81% gain to date.
PRECEDENT WEALTH PARTNERS, LLC DFEB ($44.99) Holding Chart
PRECEDENT WEALTH PARTNERS, LLC DFEB ($44.99) 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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