Brass Tax Wealth Management, Inc Ft Exch Trd Fd Viii Cboe Vest Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in Ft Exch Trd Fd Viii Cboe Vest stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 48,790 shares of XJUN stock, worth $1.88 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
48,790
Previous 48,790
-0.0%
Holding current value
$1.88 Million
Previous $1.8 Billion
99.9%
% of portfolio
0.74%
Previous 0.78%
Shares
2 transactions
Others Institutions Holding XJUN
# of Institutions
75Shares Held
3.24MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL433KShares$16.7 Million0.04% of portfolio
-
Kestra Advisory Services, LLC423KShares$16.3 Million0.09% of portfolio
-
Commonwealth Equity Services, LLC299KShares$11.5 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ264KShares$10.2 Million0.02% of portfolio
-
Sequent Planning LLC Omaha, NE227KShares$8.77 Million2.98% of portfolio