Laidlaw Wealth Management LLC First Tr Ex Trd Viii Cboe Vest Transaction History

Laidlaw Wealth Management LLC

$189 Million
Q3 2024

A detailed history of Laidlaw Wealth Management LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 28,139 shares of FJUN stock, worth $1.45 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

28,139

Previous 26,908 4.57%

Holding current value

$1.45 Million

Previous $1.3 Million 9.14%

% of portfolio

0.75%

Previous 0.76%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$46.67 - $50.52 $57,450 - $62,190	1,231 Added 4.57%	28,139 $1.42 Million
Q2 2024 Aug 01, 2024	BUY	$45.72 - $48.47 $41,376 - $43,865	905 Added 3.48%	26,908 $1.3 Million
Q1 2024 May 15, 2024	BUY	$43.51 - $47.02 $82,669 - $89,338	1,900 Added 7.88%	26,003 $1.22 Million
Q4 2023 Feb 12, 2024	SELL	$39.41 - $44.19 $118,702 - $133,100	-3,012 Reduced 11.11%	24,103 $1.06 Million
Q3 2023 Nov 13, 2023	BUY	$40.48 - $42.39 $1.1 Million - $1.15 Million	27,115 New	27,115 $1.1 Million

Others Institutions Holding FJUN

# of Institutions

138

Shares Held

5.4M

Call Options Held

Put Options Held

View Full List

About FIRST TR EX-TRD VIII CBOE VEST

Ticker FJUN
Sector Technology

More about FJUN

Track This Portfolio

Portfolio Update

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

News

Stay updated on Laidlaw Wealth Management LLC with notifications on news.

Account

Laidlaw Wealth Management LLC First Tr Ex Trd Viii Cboe Vest Transaction History