Turtle Creek Wealth Advisors, LLC First Tr Ex Trd Viii Cboe Vest Transaction History

Turtle Creek Wealth Advisors, LLC

$499 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 26, 2024	BUY	$39.41 - $44.19 $60,139 - $67,433	1,526 New	1,526 $67.4 Million

Others Institutions Holding FJUN

# of Institutions

138

Shares Held

5.4M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

373K
Shares

$19.1 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

329K
Shares

$16.9 Million
0.03% of portfolio
Cetera Investment Advisers Schaumburg, IL

314K
Shares

$16.1 Million
0.04% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

271K
Shares

$13.9 Million
0.03% of portfolio
Mc Carthy & Cox Marysville, OH

242K
Shares

$12.4 Million
4.69% of portfolio

About FIRST TR EX-TRD VIII CBOE VEST

Ticker FJUN
Sector Technology

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