Lji Wealth Management, LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History

Lji Wealth Management, LLC

$574 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Feb 02, 2024	SELL	$20.48 - $22.39 $482,304 - $527,284	-23,550 Closed	0 $0
Q1 2023 Feb 02, 2024	BUY	$18.09 - $20.74 $426,019 - $488,426	23,550 New	23,550 $488 Million

Others Institutions Holding QDEC

# of Institutions

105

Shares Held

8.28M

Call Options Held

0

Put Options Held

0

Sequent Planning LLC Omaha, NE

2M
Shares

$60.5 Million
18.86% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

708K
Shares

$21.4 Million
0.05% of portfolio
Commonwealth Equity Services, LLC

506K
Shares

$15.3 Million
0.02% of portfolio
Cetera Investment Advisers Schaumburg, IL

467K
Shares

$14.1 Million
0.02% of portfolio
Kaye Capital Management El Segundo, CA

442K
Shares

$13.3 Million
5.68% of portfolio

About FIRST TR EX-TR FD VIII CBOE VE

Ticker QDEC
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