Evolution Wealth Management Inc. First Tr Ex Trd Viii Cboe Vest Transaction History
Evolution Wealth Management Inc.
- $97.4 Billion
- Q3 2025
A detailed history of Evolution Wealth Management Inc. transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 13,833 shares of DJUN stock, worth $644,756. This represents 0.66% of its overall portfolio holdings.
Number of Shares
13,833
Previous 15,992
13.5%
Holding current value
$644,756
Previous $720 Million
10.66%
% of portfolio
0.66%
Previous 0.89%
Shares
2 transactions
Others Institutions Holding DJUN
# of Institutions
103Shares Held
2.38MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC228KShares$10.6 Million0.05% of portfolio
-
Winnow Wealth LLC Waco, TX124KShares$5.79 Million4.57% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL117KShares$5.48 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC99.5KShares$4.64 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ96.2KShares$4.49 Million0.01% of portfolio