Epg Wealth Management LLC First Tr Ex Trd Viii Cboe Vest Transaction History
Epg Wealth Management LLC
- $379 Billion
- Q4 2024
A detailed history of Epg Wealth Management LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Epg Wealth Management LLC holds 36,000 shares of DJUN stock, worth $1.52 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
36,000
Previous 37,500
4.0%
Holding current value
$1.52 Million
Previous $1.6 Billion
2.37%
% of portfolio
0.41%
Previous 0.4%
Shares
8 transactions
Others Institutions Holding DJUN
# of Institutions
101Shares Held
2.45MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC200KShares$8.45 Million0.05% of portfolio
-
Armis Advisers, LLC Atlanta, GA137KShares$5.79 Million0.73% of portfolio
-
Reap Financial Group, LLC Austin, TX128KShares$5.38 Million1.37% of portfolio
-
Commonwealth Equity Services, LLC123KShares$5.2 Million0.01% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL98.3KShares$4.15 Million0.11% of portfolio