Laidlaw Wealth Management LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History
Laidlaw Wealth Management LLC
- $189 Million
- Q3 2024
A detailed history of Laidlaw Wealth Management LLC transactions in Ft Exch Trd Fd Viii Cboe Vest stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 47,720 shares of XJUN stock, worth $1.86 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
47,720
Previous 45,728
4.36%
Holding current value
$1.86 Million
Previous $1.68 Million
7.84%
% of portfolio
0.96%
Previous 0.98%
Shares
5 transactions
Others Institutions Holding XJUN
# of Institutions
74Shares Held
3.19MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL433KShares$16.9 Million0.04% of portfolio
-
Kestra Advisory Services, LLC423KShares$16.5 Million0.09% of portfolio
-
Commonwealth Equity Services, LLC299KShares$11.6 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ264KShares$10.3 Million0.02% of portfolio
-
Sequent Planning LLC Omaha, NE227KShares$8.87 Million2.98% of portfolio