Family Wealth Group, LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History
Family Wealth Group, LLC
- $96.6 Million
- Q2 2025
A detailed history of Family Wealth Group, LLC transactions in First Tr Ex Tr Fd Viii Cboe Ve stock. As of the latest transaction made, Family Wealth Group, LLC holds 68,501 shares of QDEC stock, worth $2.07 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
68,501
Previous 43,627
57.02%
Holding current value
$2.07 Million
Previous $1.14 Million
76.23%
% of portfolio
2.08%
Previous 1.79%
Shares
9 transactions
Others Institutions Holding QDEC
# of Institutions
109Shares Held
8.59MCall Options Held
0Put Options Held
0-
Sequent Planning LLC Omaha, NE2.11MShares$63.8 Million19.62% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ708KShares$21.4 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC506KShares$15.3 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL467KShares$14.1 Million0.02% of portfolio
-
Modern Wealth Management, LLC Lenexa, KS442KShares$13.3 Million0.34% of portfolio