Tria Gen Wealth Management LLC First Tr ETF Viii Ft Cboe Vest Transaction History

Tria Gen Wealth Management LLC

$221 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 10, 2021	SELL	$34.58 - $35.02 $263,292 - $266,642	-7,614 Closed	0 $0
Q2 2021 Aug 02, 2021	BUY	$34.09 - $34.8 $259,561 - $264,967	7,614 New	7,614 $265,000

Others Institutions Holding DNOV

# of Institutions

82

Shares Held

3.46M

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

302K
Shares

$12.5 Million
0.42% of portfolio
Commonwealth Equity Services, LLC

269K
Shares

$11.1 Million
0.02% of portfolio
Mutual Advisors, LLC Casper, WY

229K
Shares

$9.51 Million
0.3% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

217K
Shares

$9 Million
0.35% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

211K
Shares

$8.75 Million
0.02% of portfolio

About FIRST TR ETF VIII FT CBOE VEST

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