M Holdings Securities, Inc. First Tr Ex Trd Viii Cboe Vest Transaction History

M Holdings Securities, Inc.

$771 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 19, 2021	SELL	$35.0 - $36.1 $231,175 - $238,440	-6,605 Closed	0 $0
Q1 2021 May 12, 2021	BUY	$33.67 - $35.0 $222,390 - $231,175	6,605 New	6,605 $231,000

Others Institutions Holding FJUN

# of Institutions

127

Shares Held

5.55M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

577K
Shares

$29 Million
0.04% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

370K
Shares

$18.6 Million
0.04% of portfolio
Envestnet Asset Management Inc

327K
Shares

$16.4 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

270K
Shares

$13.6 Million
0.03% of portfolio
Mc Carthy & Cox Marysville, OH

243K
Shares

$12.2 Million
4.52% of portfolio

About FIRST TR EX-TRD VIII CBOE VEST

Ticker FJUN
Sector Technology

More about FJUN

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