Family Wealth Group, LLC First Tr Ex Trd Viii Cboe Vest Transaction History
Family Wealth Group, LLC
- $115 Million
- Q4 2025
A detailed history of Family Wealth Group, LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Family Wealth Group, LLC holds 46,095 shares of FJUN stock, worth $2.58 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
46,095
Previous 47,238
2.42%
Holding current value
$2.58 Million
Previous $2.64 Million
2.23%
% of portfolio
2.25%
Previous 2.51%
Shares
11 transactions
Others Institutions Holding FJUN
# of Institutions
142Shares Held
5.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc462KShares$25.9 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC340KShares$19.1 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL232KShares$13 Million0.0% of portfolio
-
Assetmark, Inc227KShares$12.7 Million0.03% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL222KShares$12.4 Million0.02% of portfolio