Family Wealth Group, LLC First Tr Ex Trd Viii Cboe Vest Transaction History

Family Wealth Group, LLC

  • $105 Million
  • Q3 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 47,238 shares of FJUN stock, worth $2.65 Million. This represents 2.51% of its overall portfolio holdings.

Number of Shares
47,238
Previous 43,959 7.46%
Holding current value
$2.65 Million
Previous $2.36 Million 12.0%
% of portfolio
2.51%
Previous 2.44%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$53.62 - $55.95 $175,819 - $183,460
3,279 Added 7.46%
47,238 $2.64 Million
Q2 2025

Aug 04, 2025
BUY
$46.04 - $53.67 $688,988 - $803,171
14,965 Added 51.61%
43,959 $2.36 Million
Q1 2025

May 14, 2025
SELL
$49.36 - $53.08 $155,187 - $166,883
-3,144 Reduced 9.78%
28,994 $1.45 Million
Q4 2024

May 14, 2025
SELL
$50.07 - $52.35 $78,309 - $81,875
-1,564 Reduced 4.64%
32,138 $1.65 Million
Q3 2024

Apr 01, 2025
BUY
$46.67 - $50.52 $1.05 Million - $1.14 Million
22,473 Added 200.13%
33,702 $1.7 Million
Q3 2024

Nov 14, 2024
SELL
$46.67 - $50.52 $58,804 - $63,655
-1,260 Reduced 11.22%
9,969 $503,000
Q2 2024

Apr 01, 2025
BUY
$45.72 - $48.47 $85,725 - $90,881
1,875 Added 20.04%
11,229 $543,000
Q2 2024

Aug 14, 2024
BUY
$45.72 - $48.47 $85,725 - $90,881
1,875 Added 20.04%
11,229 $543,000
Q4 2023

Apr 01, 2025
SELL
$39.41 - $44.19 $24,237 - $27,176
-615 Reduced 6.17%
9,354 $413 Million
Q4 2023

Feb 14, 2024
BUY
$39.41 - $44.19 $368,641 - $413,353
9,354 New
9,354 $412,000

Others Institutions Holding FJUN

# of Institutions
143
Shares Held
5.62M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EX-TRD VIII CBOE VEST

FJUN Quotes by TradingView
  • Ticker FJUN
  • Sector Technology
More about FJUN
Track This Portfolio

Track Family Wealth Group, LLC Portfolio

Follow Family Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email