Mc Kinley Carter Wealth Services, Inc. First Tr Exch Trd Fd Viii Ft C Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.62 Billion
- Q3 2024
A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 14,454 shares of FJUL stock, worth $703,042. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,454
Previous 10,888
32.75%
Holding current value
$703,042
Previous $501,000
38.72%
% of portfolio
0.04%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding FJUL
# of Institutions
144Shares Held
6.67MCall Options Held
0Put Options Held
0-
Cwm, LLC487KShares$23.7 Million0.1% of portfolio
-
Envestnet Asset Management Inc469KShares$22.8 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL465KShares$22.6 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL405KShares$19.7 Million0.03% of portfolio
-
Mc Carthy & Cox Marysville, OH400KShares$19.5 Million7.38% of portfolio