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
3.82MCall Options Held
0Put Options Held
0-
Wood Tarver Financial Group, LLC Boise, ID436KShares$00.0% of portfolio
-
Commonwealth Equity Services, LLC425KShares$00.02% of portfolio
-
Minich Mac Gregor Wealth Management, LLC201KShares$00.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ172KShares$00.0% of portfolio
-
Hartford Financial Management Inc.156KShares$00.0% of portfolio