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Ft Cboe Vest U.s. Equity Deep Buffer Etf - January shares owned by Precedent Wealth Partners

Quarter-by-quarter ownership of Ft Cboe Vest U.s. Equity Deep Buffer Etf - January (DJAN) shares owned by Precedent Wealth Partners from 13F filings

Historical chart of Precedent Wealth Partners investment in Ft Cboe Vest U.s. Equity Deep Buffer Etf - January

Tip: Access up to 7 years of quarterly data

All positions including Ft Cboe Vest U.s. Equity Deep Buffer Etf - January held by Precedent Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ft Cboe Vest U.s. Equity Deep Buffer Etf - January by Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-03-31 $7.5M 197k 37.97

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Us Midcap Divid (DON)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)

View all positions for Precedent Wealth Partners

Top funds holding Ft Cboe Vest U.s. Equity Deep Buffer Etf - January

Jaffetilchin Investment Partners
Brookstone Capital Management
Advisor Group Holdings
CWM
Foguth Wealth Management
Signal Advisors Wealth
Per Stirling Capital Management
Precedent Wealth Partners
Envestnet Asset Management
Mml Investors Services
SMART Wealth
Wood Tarver Financial Group
Advisory Services Network
Kestra Advisory Services
IFP Advisors

View all funds holding Ft Cboe Vest U.s. Equity Deep Buffer Etf - January

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