New Edge Wealth, LLC First Tr Ex Trd Viii Cboe Vest Transaction History
New Edge Wealth, LLC
- $5.59 Billion
- Q4 2024
A detailed history of New Edge Wealth, LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, New Edge Wealth, LLC holds 5,989 shares of DJUN stock, worth $252,675. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,989
Previous 5,989
-0.0%
Holding current value
$252,675
Previous $254,000
1.97%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DJUN
# of Institutions
101Shares Held
2.45MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC200KShares$8.45 Million0.05% of portfolio
-
Armis Advisers, LLC Atlanta, GA137KShares$5.79 Million0.73% of portfolio
-
Reap Financial Group, LLC Austin, TX128KShares$5.38 Million1.37% of portfolio
-
Commonwealth Equity Services, LLC123KShares$5.2 Million0.01% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL98.3KShares$4.15 Million0.11% of portfolio