Cape Investment Advisory, Inc. First Tr Exchange Traded Fd Vi Transaction History

Cape Investment Advisory, Inc.

$256 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Oct 12, 2023	BUY	$19.62 - $20.74 $3,924 - $4,148	200 New	200 $4.1 Million

Others Institutions Holding YJUN

# of Institutions

66

Shares Held

6.4M

Call Options Held

0

Put Options Held

0

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.7M
Shares

$38 Million
0.05% of portfolio
Commonwealth Equity Services, LLC

847K
Shares

$18.9 Million
0.03% of portfolio
Maltin Wealth Management, Inc.

795K
Shares

$17.8 Million
9.53% of portfolio
Prw Wealth Management LLC

433K
Shares

$9.69 Million
3.25% of portfolio
Maia Wealth LLC Denver, CO

290K
Shares

$6.48 Million
1.35% of portfolio

About FIRST TR EXCHANGE TRADED FD VI

Ticker YJUN

More about YJUN

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