Spire Wealth Management First Tr Exchange Traded Fd Vi Transaction History

Spire Wealth Management

$3.01 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	BUY	$19.74 - $20.92 $862,420 - $913,973	43,689 Added 3829.01%	44,830 $885,000
Q2 2023 Aug 09, 2023	BUY	$19.62 - $20.74 $22,386 - $23,664	1,141 New	1,141 $23,000

Others Institutions Holding YJUN

# of Institutions

54

Shares Held

6.12M

Call Options Held

0

Put Options Held

0

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.36M
Shares

$30.2 Million
0.04% of portfolio
Grant Street Asset Management, Inc. Canonsburg, PA

1.06M
Shares

$23.4 Million
7.7% of portfolio
Maltin Wealth Management, Inc.

803K
Shares

$17.8 Million
10.6% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

535K
Shares

$11.9 Million
0.03% of portfolio
Prw Wealth Management LLC

433K
Shares

$9.6 Million
3.25% of portfolio

About FIRST TR EXCHANGE TRADED FD VI

Ticker YJUN

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