Number of Shares
99,543.00
Current Holdings Value*
$2.83 Mil
% of Portfolio
0.79%
Total Estimate Gain
$82,630.64
% of Total Estimate Gain
2.90%

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

As of 2025-03-31, PRECEDENT WEALTH PARTNERS, LLC held 99,543.00 shares of FT Vest U.S. Equity Max Buffer ETF - February(FEBM), totaling $2.83 Mil. This investment constitutes 0.79% of their stock portfolio, and PRECEDENT WEALTH PARTNERS, LLC now holds -% of the outstanding FT Vest U.S. Equity Max Buffer ETF - February(FEBM) stock.

The initial trade took place in 2025Q1. And since then PRECEDENT WEALTH PARTNERS, LLC has made 1 purchases of FEBM, at an average price of $28.59, for a total of 99,543.00 shares. Based on historical transaction data and FEBM's current price of $29.42, PRECEDENT WEALTH PARTNERS, LLC's estimated gain on his FEBM holdings is $82,630.64, reflecting a 2.90% gain to date.

PRECEDENT WEALTH PARTNERS, LLC FEBM ($29.42) Holding Chart

PRECEDENT WEALTH PARTNERS, LLC FEBM ($29.42) 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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