Schwallier Wealth Management LLC First Tr Ex Trd Viii Cboe Vest Transaction History

Schwallier Wealth Management LLC

  • $131 Billion
  • Q4 2024

A detailed history of Schwallier Wealth Management LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 12,730 shares of DJUN stock, worth $567,248. This represents 0.42% of its overall portfolio holdings.

Number of Shares
12,730
Previous 15,320 16.91%
Holding current value
$567,248
Previous $652 Million 15.49%
% of portfolio
0.42%
Previous 0.47%

Shares

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

Feb 14, 2025
SELL
$42.26 - $43.93 $109,453 - $113,778
-2,590 Reduced 16.91%
12,730 $551 Million
Q3 2024

Nov 07, 2024
BUY
$39.85 - $42.56 $382,360 - $408,363
9,595 Added 167.6%
15,320 $652 Million
Q4 2023

Feb 14, 2024
BUY
$34.52 - $38.05 $197,627 - $217,836
5,725 New
5,725 $218 Million

Others Institutions Holding DJUN

# of Institutions
96
Shares Held
2.11M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EX-TRD VIII CBOE VEST

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