Number of Shares
197,048.00
Current Holdings Value*
$7.48 Mil
% of Portfolio
2.08%
Total Estimate Gain
$372,440.42
% of Total Estimate Gain
4.85%

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

As of 2025-03-31, PRECEDENT WEALTH PARTNERS, LLC held 197,048.00 shares of FT Vest U.S. Equity Deep Buffer ETF - January(DJAN), totaling $7.48 Mil. This investment constitutes 2.08% of their stock portfolio, and PRECEDENT WEALTH PARTNERS, LLC now holds 2.13% of the outstanding FT Vest U.S. Equity Deep Buffer ETF - January(DJAN) stock.

The initial trade took place in 2025Q1. And since then PRECEDENT WEALTH PARTNERS, LLC has made 1 purchases of DJAN, at an average price of $38.96, for a total of 197,048.00 shares. Based on historical transaction data and DJAN's current price of $40.85, PRECEDENT WEALTH PARTNERS, LLC's estimated gain on his DJAN holdings is $372,440.42, reflecting a 4.85% gain to date.

PRECEDENT WEALTH PARTNERS, LLC DJAN ($40.85) Holding Chart

PRECEDENT WEALTH PARTNERS, LLC DJAN ($40.85) 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 %

Top Ranked Articles

  • 1