Echo Wealth Management, LLC First Tr Ex Trd Viii Cboe Vest Transaction History
Echo Wealth Management, LLC
- $128 Million
- Q4 2024
A detailed history of Echo Wealth Management, LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Echo Wealth Management, LLC holds 5,158 shares of DJUN stock, worth $227,880. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,158
Previous 5,158
-0.0%
Holding current value
$227,880
Previous $219,000
1.83%
% of portfolio
0.17%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding DJUN
# of Institutions
95Shares Held
2.24MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC190KShares$8.4 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC128KShares$5.65 Million0.01% of portfolio
-
Sequent Planning LLC Omaha, NE102KShares$4.53 Million1.5% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL91.9KShares$4.06 Million0.12% of portfolio
-
Hickory Asset Management, Inc. Concord, OH73.2KShares$3.23 Million2.69% of portfolio