Family Wealth Group, LLC First Tr Ex Trd Viii Cboe Vest Transaction History
Family Wealth Group, LLC
- $96.6 Million
- Q2 2025
A detailed history of Family Wealth Group, LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Family Wealth Group, LLC holds 43,959 shares of FJUN stock, worth $2.43 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
43,959
Previous 28,994
51.61%
Holding current value
$2.43 Million
Previous $1.45 Million
63.14%
% of portfolio
2.44%
Previous 2.27%
Shares
9 transactions
Others Institutions Holding FJUN
# of Institutions
143Shares Held
5.52MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC340KShares$18.8 Million0.02% of portfolio
-
Envestnet Asset Management Inc265KShares$14.7 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL245KShares$13.6 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL222KShares$12.3 Million0.02% of portfolio
-
Foguth Wealth Management, Llc. Brighton, MI222KShares$12.3 Million2.54% of portfolio