Texas Capital Bank Wealth Management Services Inc First Tr Ex Trd Viii Cboe Vest Transaction History

Texas Capital Bank Wealth Management Services Inc

$1.02 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 06, 2021	SELL	$33.01 - $33.57 $215,918 - $219,581	-6,541 Closed	0 $0
Q3 2020 Nov 06, 2020	BUY	$30.51 - $31.7 $199,565 - $207,349	6,541 New	6,541 $205,000

Others Institutions Holding DJUN

# of Institutions

Shares Held

2.24M

Call Options Held

Put Options Held

Kestra Advisory Services, LLC

190K
Shares

$8.34 Million
0.05% of portfolio
Commonwealth Equity Services, LLC

128K
Shares

$5.61 Million
0.01% of portfolio
Sequent Planning LLC Omaha, NE

102K
Shares

$4.49 Million
1.5% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

91.9K
Shares

$4.03 Million
0.12% of portfolio
Signal Advisors Wealth, LLC Detroit, MI

72.5K
Shares

$3.18 Million
0.44% of portfolio

View Full List

About FIRST TR EX-TRD VIII CBOE VEST

Ticker DJUN
Sector Technology

More about DJUN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Texas Capital Bank Wealth Management Services Inc, based on Form 13F filings with the SEC.

News

Stay updated on Texas Capital Bank Wealth Management Services Inc with notifications on news.

Account