PRECEDENT WEALTH PARTNERS, LLC's ownership history for IBDR


PRECEDENT WEALTH PARTNERS, LLC currently holds 142.7K shares with a market value of $3.5M. It started holding IBDR on 2024-09-30. At its peak, it held 142.7K shares on 2026-03-31. Its highest holding value was $3.5M on 2026-03-31. At its lowest, it held 112.0K shares on 2025-03-31, with a value of $2.7M on 2025-03-31. In the recent 180 days, PRECEDENT WEALTH PARTNERS, LLC has increased its shares by 12.7K. In the recent year, PRECEDENT WEALTH PARTNERS, LLC has increased its shares by 30.8K.


PRECEDENT WEALTH PARTNERS, LLC's ownership history for IBDR