Wealthsource Partners, LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Ft Exch Trd Fd Viii Cboe Vest stock. As of the latest transaction made, Wealthsource Partners, LLC holds 51,818 shares of XJUN stock, worth $2.03 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
51,818
Previous 54,068
4.16%
Holding current value
$2.03 Million
Previous $1.79 Million
1.68%
% of portfolio
0.12%
Previous 0.12%
Shares
7 transactions
Others Institutions Holding XJUN
# of Institutions
84Shares Held
3.02MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC423KShares$16.5 Million0.1% of portfolio
-
Cetera Investment Advisers Schaumburg, IL352KShares$13.8 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC296KShares$11.6 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ253KShares$9.89 Million0.02% of portfolio
-
Envestnet Asset Management Inc140KShares$5.48 Million0.0% of portfolio