Advisor Net Financial, Inc First Exc Trd Viii Cboe Vest U Transaction History

Advisor Net Financial, Inc

$1.46 Billion
Q2 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 13, 2023	SELL	$29.86 - $30.83 $228,399 - $235,818	-7,649 Reduced 49.3%	7,867 $0
Q3 2022 Oct 04, 2022	SELL	$29.83 - $32.02 $50,233 - $53,921	-1,684 Reduced 9.79%	15,516 $463,000
Q2 2022 Jul 07, 2022	SELL	$29.77 - $32.7 $446 - $490	-15 Reduced 0.09%	17,200 $519,000
Q1 2022 Apr 14, 2022	BUY	$31.56 - $32.92 $20,514 - $21,398	650 Added 3.92%	17,215 $562,000
Q4 2021 Jan 19, 2022	SELL	$31.68 - $32.27 $12,672 - $12,908	-400 Reduced 2.36%	16,565 $534,000
Q2 2021 Jul 06, 2021	SELL	$30.9 - $31.59 $550,020 - $562,302	-17,800 Reduced 51.2%	16,965 $536,000
Q1 2021 Apr 14, 2021	BUY	$29.82 - $30.79 $1.04 Million - $1.07 Million	34,765 New	34,765 $1.07 Million

Others Institutions Holding DJAN

# of Institutions

114

Shares Held

5.39M

Call Options Held

0

Put Options Held

0

Jaffetilchin Investment Partners, LLC Tampa, FL

722K
Shares

$29.6 Million
2.03% of portfolio
Brookstone Capital Management

409K
Shares

$16.8 Million
0.26% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

357K
Shares

$14.6 Million
0.03% of portfolio
Cwm, LLC

298K
Shares

$12.2 Million
0.04% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

230K
Shares

$9.43 Million
1.26% of portfolio

About FIRST EXC-TRD VIII CBOE VEST U

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