Brass Tax Wealth Management, Inc First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 20,004 shares of DDEC stock, worth $811,962. This represents 0.31% of its overall portfolio holdings.
Number of Shares
20,004
Previous 20,035
0.15%
Holding current value
$811,962
Previous $772 Million
99.9%
% of portfolio
0.31%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding DDEC
# of Institutions
90Shares Held
4.59MCall Options Held
0Put Options Held
0-
Spinnaker Trust1.86MShares$75.4 Million4.55% of portfolio
-
Townsquare Capital LLC263KShares$10.7 Million0.13% of portfolio
-
Commonwealth Equity Services, LLC222KShares$8.99 Million0.01% of portfolio
-
Envestnet Asset Management Inc147KShares$5.95 Million0.0% of portfolio
-
Kestra Advisory Services, LLC131KShares$5.32 Million0.03% of portfolio