Smart Wealth LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Smart Wealth LLC
- $255 Billion
- Q3 2024
A detailed history of Smart Wealth LLC transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Smart Wealth LLC holds 16,913 shares of DJUL stock, worth $719,140. This represents 0.27% of its overall portfolio holdings.
Number of Shares
16,913
Previous 12,713
33.04%
Holding current value
$719,140
Previous $506 Million
38.43%
% of portfolio
0.27%
Previous 0.2%
Shares
8 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
-
Advisor Group Holdings, Inc. Phoenix, AZ554KShares$23.5 Million0.05% of portfolio
-
Raymond James & Associates St Petersburg, FL259KShares$11 Million0.01% of portfolio
-
Envestnet Asset Management Inc231KShares$9.84 Million0.0% of portfolio
-
Ignite Planners, LLC203KShares$8.62 Million2.0% of portfolio