Lji Wealth Management, LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History
Lji Wealth Management, LLC
- $502 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding QDEC
# of Institutions
101Shares Held
8.37MCall Options Held
0Put Options Held
0-
Sequent Planning LLC Omaha, NE2MShares$59.8 Million18.86% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ926KShares$27.7 Million0.06% of portfolio
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Cetera Investment Advisers Schaumburg, IL486KShares$14.5 Million0.03% of portfolio
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Ferguson Shapiro LLC439KShares$13.1 Million7.34% of portfolio
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Kaye Capital Management El Segundo, CA383KShares$11.4 Million4.71% of portfolio