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 9,244 shares of FJUL stock, worth $443,896. This represents 0.46% of its overall portfolio holdings.

Number of Shares
9,244
Previous 10,806 14.45%
Holding current value
$443,896
Previous $480,000 11.46%
% of portfolio
0.46%
Previous 0.55%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$43.09 - $46.06 $67,306 - $71,945
-1,562 Reduced 14.45%
9,244 $425,000
Q1 2024

Aug 14, 2024

SELL
$41.06 - $44.45 $4,188 - $4,533
-102 Reduced 0.94%
10,806 $480,000
Q4 2023

Feb 14, 2024

BUY
$37.35 - $41.69 $407,413 - $454,754
10,908 New
10,908 $453,000

Others Institutions Holding FJUL

About FIRST TR EXCH TRD FD VIII FT C


  • Ticker FJUL
  • Sector Technology
More about FJUL
Track This Portfolio

Track Family Wealth Group, LLC Portfolio

Follow Family Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Group, LLC with notifications on news.