Lifestyle Asset Management, Inc. First Tr Exch Trd Fd Viii Ft C Transaction History
Lifestyle Asset Management, Inc.
- $169 Billion
- Q1 2024
A detailed history of Lifestyle Asset Management, Inc. transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 6,355 shares of DJUL stock, worth $252,928. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,355
Previous 829,618
99.23%
Holding current value
$252,928
Previous $30.3 Billion
99.19%
% of portfolio
0.15%
Previous 16.84%
Shares
3 transactions
Others Institutions Holding DJUL
# of Institutions
81Shares Held
4.84MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph1.3MShares$51.9 Million17.52% of portfolio
-
Bouchey Financial Group LTD438KShares$17.4 Million1.76% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ361KShares$14.4 Million0.03% of portfolio
-
Ignite Planners, LLC284KShares$11.3 Million3.14% of portfolio
-
Commonwealth Equity Services, LLC196KShares$7.8 Million0.01% of portfolio