Nvest Financial, LLC First Tr Exchange Traded Fd Vi Transaction History

Nvest Financial, LLC

$187 Million
Q4 2024

A detailed history of Nvest Financial, LLC transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Nvest Financial, LLC holds 29,352 shares of YJUN stock, worth $647,505. This represents 0.34% of its overall portfolio holdings.

Number of Shares

29,352

Holding current value

$647,505

% of portfolio

0.34%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 22, 2025	BUY	$21.53 - $22.81 $631,948 - $669,519	29,352 New	29,352 $633,000

Others Institutions Holding YJUN

# of Institutions

Shares Held

6.05M

Call Options Held

Put Options Held

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.7M
Shares

$37.5 Million
0.05% of portfolio
Commonwealth Equity Services, LLC

847K
Shares

$18.7 Million
0.03% of portfolio
Maltin Wealth Management, Inc.

795K
Shares

$17.5 Million
9.53% of portfolio
Prw Wealth Management LLC

433K
Shares

$9.56 Million
3.25% of portfolio
Stephens Inc

295K
Shares

$6.51 Million
0.1% of portfolio

View Full List

About FIRST TR EXCHANGE TRADED FD VI

Ticker YJUN

More about YJUN

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Nvest Financial, LLC First Tr Exchange Traded Fd Vi Transaction History