Wealthsource Partners, LLC First Tr Ex Trd Viii Cboe Vest Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Wealthsource Partners, LLC holds 17,000 shares of DJUN stock, worth $755,310. This represents 0.04% of its overall portfolio holdings.
Number of Shares
17,000
Previous 17,000
-0.0%
Holding current value
$755,310
Previous $600,000
7.5%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding DJUN
# of Institutions
96Shares Held
2.12MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC200KShares$8.9 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC123KShares$5.48 Million0.01% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL98.3KShares$4.37 Million0.11% of portfolio
-
Hickory Asset Management, Inc. Concord, OH73.2KShares$3.25 Million2.69% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX71.2KShares$3.16 Million0.44% of portfolio