Wmg Financial Advisors, LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Wmg Financial Advisors, LLC
- $214 Million
- Q1 2025
A detailed history of Wmg Financial Advisors, LLC transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 5,641 shares of DJUL stock, worth $250,460. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,641
Previous 5,641
-0.0%
Holding current value
$250,460
Previous $236,000
2.54%
% of portfolio
0.11%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding DJUL
# of Institutions
112Shares Held
4.97MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph763KShares$33.9 Million10.26% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL264KShares$11.7 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL259KShares$11.5 Million0.01% of portfolio
-
Foguth Wealth Management, Llc. Brighton, MI190KShares$8.44 Million1.89% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ183KShares$8.11 Million0.02% of portfolio