Smart Wealth LLC First Exc Trd Viii Cboe Vest U Transaction History
Smart Wealth LLC
- $265 Billion
- Q3 2025
A detailed history of Smart Wealth LLC transactions in First Exc Trd Viii Cboe Vest U stock. As of the latest transaction made, Smart Wealth LLC holds 136,111 shares of DJAN stock, worth $5.78 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
136,111
Previous 157,337
13.49%
Holding current value
$5.78 Million
Previous $6.35 Billion
9.61%
% of portfolio
2.16%
Previous 1.99%
Shares
12 transactions
Others Institutions Holding DJAN
# of Institutions
115Shares Held
4.93MCall Options Held
0Put Options Held
0-
Jaffetilchin Investment Partners, LLC Tampa, FL736KShares$31.2 Million1.91% of portfolio
-
Brookstone Capital Management366KShares$15.5 Million0.21% of portfolio
-
Cwm, LLC270KShares$11.5 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ254KShares$10.8 Million0.02% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX232KShares$9.86 Million1.17% of portfolio