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 $902,685. This represents 0.35% of its overall portfolio holdings.
Number of Shares
23,063
Previous 23,063
-0.0%
Holding current value
$902,685
Previous $856 Million
99.9%
% of portfolio
0.35%
Previous 0.37%
Shares
2 transactions
Others Institutions Holding DJAN
# of Institutions
86Shares Held
3.44MCall Options Held
0Put Options Held
0-
Brookstone Capital Management420KShares$16.5 Million0.27% of portfolio
-
Ifp Advisors, Inc356KShares$13.9 Million0.55% of portfolio
-
Advisory Services Network, LLC213KShares$8.35 Million0.17% of portfolio
-
Smart Wealth LLC Omaha, NE201KShares$7.85 Million3.0% of portfolio
-
Envestnet Asset Management Inc197KShares$7.7 Million0.0% of portfolio