Family Wealth Group, LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Family Wealth Group, LLC
- $105 Million
- Q3 2025
A detailed history of Family Wealth Group, LLC transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Family Wealth Group, LLC holds 28,503 shares of FJUL stock, worth $1.56 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
28,503
Previous 18,199
56.62%
Holding current value
$1.56 Million
Previous $941,000
65.67%
% of portfolio
1.48%
Previous 0.97%
Shares
12 transactions
Others Institutions Holding FJUL
# of Institutions
164Shares Held
7.62MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc720KShares$39.5 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL588KShares$32.3 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL465KShares$25.5 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL405KShares$22.2 Million0.03% of portfolio
-
Ferguson Shapiro LLC401KShares$22 Million11.02% of portfolio