Wmg Financial Advisors, LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Wmg Financial Advisors, LLC
- $273 Million
- Q3 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 $264,055. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,641
Previous 5,641
-0.0%
Holding current value
$264,055
Previous $250,000
5.2%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding DJUL
# of Institutions
126Shares Held
4.85MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph686KShares$32.1 Million9.16% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ267KShares$12.5 Million0.02% of portfolio
-
Raymond James & Associates St Petersburg, FL259KShares$12.1 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL246KShares$11.5 Million0.0% of portfolio
-
Envestnet Asset Management Inc176KShares$8.24 Million0.0% of portfolio