Schwallier Wealth Management LLC First Tr Ex Tr Viii Cboe Vest Transaction History
Schwallier Wealth Management LLC
- $160 Billion
- Q3 2025
A detailed history of Schwallier Wealth Management LLC transactions in First Tr Ex Tr Viii Cboe Vest stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 20,039 shares of DMAR stock, worth $821,398. This represents 0.51% of its overall portfolio holdings.
Number of Shares
20,039
Previous 20,060
0.1%
Holding current value
$821,398
Previous $794 Million
2.93%
% of portfolio
0.51%
Previous 0.49%
Shares
2 transactions
Others Institutions Holding DMAR
# of Institutions
109Shares Held
2.98MCall Options Held
0Put Options Held
0-
Spectrum Asset Management, Inc.239KShares$9.78 Million3.66% of portfolio
-
Kestra Advisory Services, LLC208KShares$8.52 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC190KShares$7.78 Million0.01% of portfolio
-
Wood Tarver Financial Group, LLC Boise, ID179KShares$7.34 Million2.15% of portfolio
-
Truadvice, LLC Sarasota, FL121KShares$4.96 Million1.7% of portfolio