Number of Shares
80,124.00
Current Holdings Value*
$2.47 Mil
% of Portfolio
0.68%
Total Estimate Gain
$67,296.15
% of Total Estimate Gain
2.70%

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

As of 2025-03-31, PRECEDENT WEALTH PARTNERS, LLC held 80,124.00 shares of FT Vest U.S. Equity Max Buffer ETF - January(JANM), totaling $2.47 Mil. This investment constitutes 0.68% of their stock portfolio, and PRECEDENT WEALTH PARTNERS, LLC now holds 8.01% of the outstanding FT Vest U.S. Equity Max Buffer ETF - January(JANM) stock.

The initial trade took place in 2025Q1. And since then PRECEDENT WEALTH PARTNERS, LLC has made 1 purchases of JANM, at an average price of $31.05, for a total of 80,124.00 shares. Based on historical transaction data and JANM's current price of $31.89, PRECEDENT WEALTH PARTNERS, LLC's estimated gain on his JANM holdings is $67,296.15, reflecting a 2.70% gain to date.

PRECEDENT WEALTH PARTNERS, LLC JANM ($31.89) Holding Chart

PRECEDENT WEALTH PARTNERS, LLC JANM ($31.89) 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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