Number of Shares
236,824.00
Current Holdings Value*
$9.98 Mil
% of Portfolio
2.77%
Total Estimate Gain
$488,567.91
% of Total Estimate Gain
4.81%

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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