Schwallier Wealth Management LLC First Tr ETF Viii Cboe Vest Us Transaction History
Schwallier Wealth Management LLC
- $131 Billion
- Q4 2024
A detailed history of Schwallier Wealth Management LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 10,780 shares of DAUG stock, worth $0. This represents 0.33% of its overall portfolio holdings.
Number of Shares
10,780
Previous 13,780
21.77%
Holding current value
$0
Previous $539 Million
20.67%
% of portfolio
0.33%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding DAUG
# of Institutions
103Shares Held
4.29MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC461KShares$00.03% of portfolio
-
Wood Tarver Financial Group, LLC Boise, ID436KShares$00.0% of portfolio
-
Minich Mac Gregor Wealth Management, LLC202KShares$00.0% of portfolio
-
Foguth Wealth Management, Llc. Brighton, MI180KShares$01.91% of portfolio
-
Precedent Wealth Partners, LLC Houston, TX163KShares$01.75% of portfolio