Schwallier Wealth Management LLC First Tr Ex Trd Viii Cboe Vest Call Options Transaction History

Schwallier Wealth Management LLC

$140 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DJUN

# of Institutions

98

Shares Held

2.24M

Call Options Held

0

Put Options Held

0

Kestra Advisory Services, LLC

190K
Shares

$8.19 Million
0.05% of portfolio
Commonwealth Equity Services, LLC

128K
Shares

$5.51 Million
0.01% of portfolio
Sequent Planning LLC Omaha, NE

102K
Shares

$4.41 Million
1.5% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

91.9K
Shares

$3.96 Million
0.12% of portfolio
Signal Advisors Wealth, LLC Detroit, MI

72.5K
Shares

$3.12 Million
0.44% of portfolio

About FIRST TR EX-TRD VIII CBOE VEST

Ticker DJUN
Sector Technology

More about DJUN

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