PRECEDENT WEALTH PARTNERS, LLC
Q1 2024 13F Holdings
Location
Houston, TX
Holdings as of
3/31/2024
Value ($000)
$232,694
Num holdings
133
Date filed
4/23/2024
Form type
13F-HR
Prev filing
1/18/2024
Next filing
7/23/2024
SEC
View on sec.gov
Compare Q1 2024 to
2024 Q3
2024 Q2
2023 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type