Brass Tax Wealth Management, Inc First Tr Exch Trd Fd Viii Ft C Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 6,674 shares of DJUL stock, worth $284,979. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,674
Previous 6,674
-0.0%
Holding current value
$284,979
Previous $266 Million
99.9%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding DJUL
# of Institutions
108Shares Held
4.87MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph769KShares$32.9 Million10.27% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ554KShares$23.6 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL411KShares$17.5 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL259KShares$11.1 Million0.01% of portfolio
-
Envestnet Asset Management Inc231KShares$9.88 Million0.0% of portfolio