Family Wealth Group, LLC First Tr Ex Trd Viii Cboe Vest Transaction History

Family Wealth Group, LLC

$63.6 Million
Q1 2025

A detailed history of Family Wealth Group, LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Family Wealth Group, LLC holds 28,994 shares of FJUN stock, worth $1.48 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares

28,994

Previous 32,138 9.78%

Holding current value

$1.48 Million

Previous $1.65 Million 12.42%

% of portfolio

2.27%

Previous 1.49%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$49.36 - $53.08 $155,187 - $166,883	-3,144 Reduced 9.78%	28,994 $1.45 Million
Q4 2024 May 14, 2025	SELL	$50.07 - $52.35 $78,309 - $81,875	-1,564 Reduced 4.64%	32,138 $1.65 Million
Q3 2024 Apr 01, 2025	BUY	$46.67 - $50.52 $1.05 Million - $1.14 Million	22,473 Added 200.13%	33,702 $1.7 Million
Q3 2024 Nov 14, 2024	SELL	$46.67 - $50.52 $58,804 - $63,655	-1,260 Reduced 11.22%	9,969 $503,000
Q2 2024 Apr 01, 2025	BUY	$45.72 - $48.47 $85,725 - $90,881	1,875 Added 20.04%	11,229 $543,000
Q2 2024 Aug 14, 2024	BUY	$45.72 - $48.47 $85,725 - $90,881	1,875 Added 20.04%	11,229 $543,000
Q4 2023 Apr 01, 2025	SELL	$39.41 - $44.19 $24,237 - $27,176	-615 Reduced 6.17%	9,354 $413 Million
Q4 2023 Feb 14, 2024	BUY	$39.41 - $44.19 $368,641 - $413,353	9,354 New	9,354 $412,000

Others Institutions Holding FJUN

# of Institutions

146

Shares Held

5.83M

Call Options Held

Put Options Held

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About FIRST TR EX-TRD VIII CBOE VEST

Ticker FJUN
Sector Technology

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Family Wealth Group, LLC First Tr Ex Trd Viii Cboe Vest Transaction History