Echo Wealth Management, LLC First Tr Ex Trd Viii Cboe Vest Transaction History
Echo Wealth Management, LLC
- $128 Million
- Q4 2024
A detailed history of Echo Wealth Management, LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Echo Wealth Management, LLC holds 5,158 shares of DJUN stock, worth $227,158. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,158
Previous 5,158
-0.0%
Holding current value
$227,158
Previous $219,000
1.83%
% of portfolio
0.17%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding DJUN
# of Institutions
93Shares Held
2.25MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC200KShares$8.82 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC123KShares$5.43 Million0.01% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL98.3KShares$4.33 Million0.11% of portfolio
-
Hickory Asset Management, Inc. Concord, OH73.2KShares$3.22 Million2.69% of portfolio
-
Signal Advisors Wealth, LLC Detroit, MI70.7KShares$3.11 Million0.35% of portfolio