Brass Tax Wealth Management, Inc First Exc Trd Viii Cboe Vest U Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in First Exc Trd Viii Cboe Vest U stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 23,063 shares of DJAN stock, worth $894,844. This represents 0.35% of its overall portfolio holdings.
Number of Shares
23,063
Previous 23,063
-0.0%
Holding current value
$894,844
Previous $856 Million
99.9%
% of portfolio
0.35%
Previous 0.37%
Shares
2 transactions
Others Institutions Holding DJAN
# of Institutions
90Shares Held
3.52MCall Options Held
0Put Options Held
0-
Brookstone Capital Management420KShares$16.3 Million0.27% of portfolio
-
Ifp Advisors, Inc353KShares$13.7 Million0.47% of portfolio
-
Mml Investors Services, LLC Springfield, MA196KShares$7.61 Million0.03% of portfolio
-
Envestnet Asset Management Inc196KShares$7.59 Million0.0% of portfolio
-
Foguth Wealth Management, Llc. Brighton, MI180KShares$7 Million1.87% of portfolio