Le Clair Wealth Partners LLC First Tr Ex Trad Fd Viii Cboe Transaction History

Le Clair Wealth Partners LLC

$139 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$41.66 - $43.47 $11.9 Million - $12.4 Million	285,025 New	285,025 $12.2 Billion

Others Institutions Holding FOCT

# of Institutions

128

Shares Held

4.92M

Call Options Held

0

Put Options Held

0

Raymond James Financial Inc St. Petersburg, FL

587K
Shares

$25.1 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

340K
Shares

$14.5 Million
0.03% of portfolio
Harvest Investment Services, LLC

286K
Shares

$12.2 Million
3.71% of portfolio
Envestnet Asset Management Inc

276K
Shares

$11.8 Million
0.0% of portfolio
Bleakley Financial Group, LLC Fairfield, NJ

268K
Shares

$11.5 Million
0.36% of portfolio

About FIRST TR EX-TRAD FD VIII CBOE

Ticker FOCT
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