River Tree Advisors, LLC First Exc Trd Viii Cboe Vest U Transaction History

River Tree Advisors, LLC

$119 Million
Q2 2025

A detailed history of River Tree Advisors, LLC transactions in First Exc Trd Viii Cboe Vest U stock. As of the latest transaction made, River Tree Advisors, LLC holds 5,220 shares of DJAN stock, worth $214,542. This represents 0.18% of its overall portfolio holdings.

Number of Shares

5,220

Holding current value

$214,542

% of portfolio

0.18%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 23, 2025	BUY	$36.05 - $40.34 $188,180 - $210,574	5,220 New	5,220 $210,000

Others Institutions Holding DJAN

# of Institutions

115

Shares Held

5.05M

Call Options Held

Put Options Held

Jaffetilchin Investment Partners, LLC Tampa, FL

729K
Shares

$29.9 Million
1.97% of portfolio
Brookstone Capital Management

381K
Shares

$15.7 Million
0.23% of portfolio
Cwm, LLC

298K
Shares

$12.3 Million
0.04% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

232K
Shares

$9.52 Million
1.22% of portfolio
Precedent Wealth Partners, LLC Houston, TX

218K
Shares

$8.95 Million
2.15% of portfolio

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About FIRST EXC-TRD VIII CBOE VEST U

Ticker DJAN
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River Tree Advisors, LLC First Exc Trd Viii Cboe Vest U Transaction History