Brass Tax Wealth Management, Inc First Tr Ex Trd Viii Cboe Vest Transaction History
Brass Tax Wealth Management, Inc
- $476 Billion
- Q1 2025
A detailed history of Brass Tax Wealth Management, Inc transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 7,617 shares of DJUN stock, worth $317,705. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,617
Previous 7,617
-0.0%
Holding current value
$317,705
Previous $330 Million
3.0%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding DJUN
# of Institutions
104Shares Held
3.17MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc417KShares$17.4 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL273KShares$11.4 Million0.02% of portfolio
-
Kestra Advisory Services, LLC200KShares$8.36 Million0.05% of portfolio
-
Seros Financial, LLC Tempe, AZ180KShares$7.5 Million5.51% of portfolio
-
Reap Financial Group, LLC Austin, TX128KShares$5.32 Million1.37% of portfolio