Family Wealth Group, LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History
Family Wealth Group, LLC
- $63.6 Million
- Q1 2025
A detailed history of Family Wealth Group, LLC transactions in First Tr Ex Tr Fd Viii Cboe Ve stock. As of the latest transaction made, Family Wealth Group, LLC holds 43,627 shares of QDEC stock, worth $1.21 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
43,627
Previous 10,744
306.06%
Holding current value
$1.21 Million
Previous $295,000
286.44%
% of portfolio
1.79%
Previous 0.27%
Shares
8 transactions
Others Institutions Holding QDEC
# of Institutions
101Shares Held
8.48MCall Options Held
0Put Options Held
0-
Sequent Planning LLC Omaha, NE2MShares$55.4 Million18.86% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ926KShares$25.6 Million0.06% of portfolio
-
Cetera Investment Advisers Schaumburg, IL486KShares$13.4 Million0.03% of portfolio
-
Ferguson Shapiro LLC439KShares$12.1 Million7.34% of portfolio
-
Kaye Capital Management El Segundo, CA383KShares$10.6 Million4.71% of portfolio