Schwallier Wealth Management LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Schwallier Wealth Management LLC
- $140 Billion
- Q3 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 9,530 shares of DJUL stock, worth $405,215. This represents 0.28% of its overall portfolio holdings.
Number of Shares
9,530Holding current value
$405,215% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding DJUL
# of Institutions
105Shares Held
4.65MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph774KShares$32.9 Million10.99% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ554KShares$23.5 Million0.05% of portfolio
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Raymond James & Associates St Petersburg, FL259KShares$11 Million0.01% of portfolio
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Envestnet Asset Management Inc231KShares$9.84 Million0.0% of portfolio
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Ignite Planners, LLC203KShares$8.62 Million2.0% of portfolio