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%
Shares
5 transactions
Others Institutions Holding FJUN
# of Institutions
136Shares Held
5.39MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc373KShares$19.2 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC329KShares$16.9 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL314KShares$16.1 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ271KShares$13.9 Million0.03% of portfolio
-
Mc Carthy & Cox Marysville, OH242KShares$12.4 Million4.69% of portfolio