Laidlaw Wealth Management LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History
Laidlaw Wealth Management LLC
- $172 Million
- Q2 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 45,728 shares of XJUN stock, worth $1.76 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
45,728
Previous 43,689
4.67%
Holding current value
$1.76 Million
Previous $1.58 Million
6.45%
% of portfolio
0.98%
Previous 0.93%
Shares
4 transactions
Others Institutions Holding XJUN
# of Institutions
73Shares Held
3.09MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL409KShares$15.7 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC299KShares$11.5 Million0.02% of portfolio
-
Kestra Advisory Services, LLC268KShares$10.3 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ260KShares$10 Million0.02% of portfolio
-
Sequent Planning LLC Omaha, NE244KShares$9.39 Million3.07% of portfolio