Family Wealth Group, LLC First Tr Exch Tr Fd Viii Cboe Transaction History
Family Wealth Group, LLC
- $92.9 Million
- Q3 2024
A detailed history of Family Wealth Group, LLC transactions in First Tr Exch Tr Fd Viii Cboe stock. As of the latest transaction made, Family Wealth Group, LLC holds 7,500 shares of FMAY stock, worth $358,200. This represents 0.37% of its overall portfolio holdings.
Number of Shares
7,500
Previous 10,837
30.79%
Holding current value
$358,200
Previous $483,000
27.95%
% of portfolio
0.37%
Previous 0.52%
Shares
3 transactions
Others Institutions Holding FMAY
# of Institutions
126Shares Held
5.25MCall Options Held
0Put Options Held
0-
Focus Wealth Advisors, LLC485KShares$23.1 Million12.32% of portfolio
-
Commonwealth Equity Services, LLC359KShares$17.1 Million0.03% of portfolio
-
Envestnet Asset Management Inc318KShares$15.2 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL253KShares$12.1 Million0.03% of portfolio
-
Mc Carthy & Cox Marysville, OH240KShares$11.5 Million4.28% of portfolio