Schwallier Wealth Management LLC First Tr Exch Trd Fd Viii Ft C Transaction History

Schwallier Wealth Management LLC

  • $131 Billion
  • Q4 2024

A detailed history of Schwallier Wealth Management LLC transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 7,030 shares of DJUL stock, worth $320,497. This represents 0.22% of its overall portfolio holdings.

Number of Shares
7,030
Previous 9,530 26.23%
Holding current value
$320,497
Previous $395 Million 25.22%
% of portfolio
0.22%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$41.08 - $42.6 $102,700 - $106,500
-2,500 Reduced 26.23%
7,030 $295 Million
Q3 2024

Nov 07, 2024
BUY
$38.81 - $41.41 $369,859 - $394,637
9,530 New
9,530 $395 Million

Others Institutions Holding DJUL

# of Institutions
112
Shares Held
4.96M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCH-TRD FD VIII FT C

DJUL Quotes by TradingView
  • Ticker DJUL
  • Sector Technology
More about DJUL
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