Wealthsource Partners, LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Ft Exch Trd Fd Viii Cboe Vest stock. As of the latest transaction made, Wealthsource Partners, LLC holds 51,818 shares of XJUN stock, worth $2 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
51,818
Previous 54,068
4.16%
Holding current value
$2 Million
Previous $1.79 Million
1.68%
% of portfolio
0.12%
Previous 0.12%
Shares
7 transactions
Others Institutions Holding XJUN
# of Institutions
73Shares Held
3.09MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL409KShares$15.7 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC299KShares$11.5 Million0.02% of portfolio
-
Kestra Advisory Services, LLC268KShares$10.3 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ260KShares$10 Million0.02% of portfolio
-
Sequent Planning LLC Omaha, NE244KShares$9.39 Million3.07% of portfolio