Epg Wealth Management LLC First Tr Ex Trd Viii Cboe Vest Transaction History
Epg Wealth Management LLC
- $396 Billion
- Q3 2024
A detailed history of Epg Wealth Management LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Epg Wealth Management LLC holds 37,500 shares of DJUN stock, worth $1.64 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
37,500
Previous 0
Infinity%
Holding current value
$1.64 Million
Previous $0
Infinity%
% of portfolio
0.4%
Previous 100.0%
Shares
7 transactions
Others Institutions Holding DJUN
# of Institutions
99Shares Held
2.27MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC190KShares$8.33 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC128KShares$5.6 Million0.01% of portfolio
-
Sequent Planning LLC Omaha, NE102KShares$4.49 Million1.5% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL91.9KShares$4.03 Million0.12% of portfolio
-
Signal Advisors Wealth, LLC Detroit, MI70.7KShares$3.09 Million0.35% of portfolio