Winnow Wealth LLC First Tr Exchange Traded Fd Vi Transaction History

Winnow Wealth LLC

$134 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 12, 2025	SELL	$21.32 - $24.75 $370,669 - $430,303	-17,386 Closed	0 $0
Q4 2024 Aug 21, 2025	BUY	$21.53 - $22.81 $374,320 - $396,574	17,386 New	17,386 $374 Million

Others Institutions Holding YJUN

# of Institutions

76

Shares Held

7.15M

Call Options Held

0

Put Options Held

0

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.7M
Shares

$42.1 Million
0.05% of portfolio
Raymond James Financial Inc St. Petersburg, FL

883K
Shares

$21.9 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

833K
Shares

$20.6 Million
0.03% of portfolio
Cetera Investment Advisers Schaumburg, IL

672K
Shares

$16.6 Million
0.03% of portfolio
Maltin Wealth Management, Inc.

437K
Shares

$10.8 Million
5.97% of portfolio

About FIRST TR EXCHANGE TRADED FD VI

Ticker YJUN

More about YJUN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Winnow Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winnow Wealth LLC with notifications on news.