Wespac Advisors So Cal, LLC First Tr Exch Tr Fd Viii Cboe Transaction History
Wespac Advisors So Cal, LLC
- $426 Million
- Q3 2024
A detailed history of Wespac Advisors So Cal, LLC transactions in First Tr Exch Tr Fd Viii Cboe stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 206,912 shares of FMAY stock, worth $9.82 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
206,912
Previous 218,135
5.14%
Holding current value
$9.82 Million
Previous $9.74 Million
1.19%
% of portfolio
2.26%
Previous 2.5%
Shares
2 transactions
Others Institutions Holding FMAY
# of Institutions
125Shares Held
5.24MCall Options Held
0Put Options Held
0-
Focus Wealth Advisors, LLC485KShares$23 Million12.32% of portfolio
-
Commonwealth Equity Services, LLC359KShares$17 Million0.03% of portfolio
-
Envestnet Asset Management Inc318KShares$15.1 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL253KShares$12 Million0.03% of portfolio
-
Mc Carthy & Cox Marysville, OH240KShares$11.4 Million4.28% of portfolio