Wetzel Investment Advisors, Inc. First Tr Ex Tr Viii Cboe Vest Transaction History
Wetzel Investment Advisors, Inc.
- $176 Million
- Q1 2024
A detailed history of Wetzel Investment Advisors, Inc. transactions in First Tr Ex Tr Viii Cboe Vest stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 41,185 shares of DMAR stock, worth $1.5 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
41,185
Previous 41,455
0.65%
Holding current value
$1.5 Million
Previous $1.4 Million
2.42%
% of portfolio
0.82%
Previous 0.86%
Shares
2 transactions
Others Institutions Holding DMAR
# of Institutions
69Shares Held
3.52MCall Options Held
0Put Options Held
0-
Lifestyle Asset Management, Inc. Friendswood, TX815KShares$29.6 Million16.8% of portfolio
-
Spectrum Asset Management, Inc.285KShares$10.3 Million4.37% of portfolio
-
Envestnet Asset Management Inc233KShares$8.46 Million0.0% of portfolio
-
Kestra Advisory Services, LLC215KShares$7.8 Million0.05% of portfolio
-
Cetera Investment Advisers Schaumburg, IL175KShares$6.36 Million0.01% of portfolio