Schwallier Wealth Management LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History
Schwallier Wealth Management LLC
- $160 Billion
- Q3 2025
A detailed history of Schwallier Wealth Management LLC transactions in First Tr Ex Tr Fd Viii Cboe Ve stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 8,039 shares of DMAY stock, worth $357,413. This represents 0.22% of its overall portfolio holdings.
Number of Shares
8,039
Previous 8,092
0.65%
Holding current value
$357,413
Previous $346 Million
2.85%
% of portfolio
0.22%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding DMAY
# of Institutions
91Shares Held
3.23MCall Options Held
0Put Options Held
0-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL304KShares$13.5 Million0.02% of portfolio
-
Kestra Advisory Services, LLC215KShares$9.57 Million0.05% of portfolio
-
Raymond James & Associates St Petersburg, FL202KShares$9 Million0.01% of portfolio
-
Envestnet Asset Management Inc182KShares$8.09 Million0.0% of portfolio
-
Reap Financial Group, LLC Austin, TX166KShares$7.39 Million1.6% of portfolio