Family Wealth Group, LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Family Wealth Group, LLC
- $92.9 Million
- Q3 2024
A detailed history of Family Wealth Group, LLC transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Family Wealth Group, LLC holds 13,651 shares of FJUL stock, worth $681,048. This represents 0.71% of its overall portfolio holdings.
Number of Shares
13,651
Previous 9,244
47.67%
Holding current value
$681,048
Previous $425,000
54.35%
% of portfolio
0.71%
Previous 0.46%
Shares
4 transactions
Others Institutions Holding FJUL
# of Institutions
145Shares Held
6.76MCall Options Held
0Put Options Held
0-
Cwm, LLC487KShares$24.3 Million0.1% of portfolio
-
Envestnet Asset Management Inc469KShares$23.4 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL465KShares$23.2 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL405KShares$20.2 Million0.03% of portfolio
-
Mc Carthy & Cox Marysville, OH389KShares$19.4 Million6.62% of portfolio