Family Wealth Group, LLC First Tr Ex Trd Viii Cboe Vest Transaction History
Family Wealth Group, LLC
- $92.9 Million
- Q3 2024
A detailed history of Family Wealth Group, LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Family Wealth Group, LLC holds 9,969 shares of FJUN stock, worth $517,291. This represents 0.54% of its overall portfolio holdings.
Number of Shares
9,969
Previous 11,229
11.22%
Holding current value
$517,291
Previous $543,000
7.37%
% of portfolio
0.54%
Previous 0.59%
Shares
3 transactions
Others Institutions Holding FJUN
# of Institutions
138Shares Held
5.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc373KShares$19.3 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC329KShares$17.1 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL314KShares$16.3 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ271KShares$14.1 Million0.03% of portfolio
-
Mc Carthy & Cox Marysville, OH242KShares$12.6 Million4.69% of portfolio