Latest Institutional Sells of First Exc Trd Viii Cboe Vest U (DJAN)
This list provides information on the latest institutional transactions involving First Exc Trd Viii Cboe Vest U (DJAN) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-26- 0.33% |
$915 - $966
|
7.92K
$312K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.72K- 61.38% |
$197K - $206K
|
3.6K
$142K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.17K- 95.77% |
$75K - $78.3K
|
96
$3.78K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-400- 11.11% |
$13.8K - $14.4K
|
3.2K
$126K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1K- 7.37% |
$31.5K - $34.6K
|
12.6K
$495K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1K- 7.37% |
$31.5K - $34.6K
|
12.6K
$495K
|
|
| Q3 2023 | |||||||
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-377- 1.88% |
$12.2K - $12.5K
|
19.7K
$776K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 62.5% |
$323 - $332
|
6
$236
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-41- 0.58% |
$1.23K - $1.28K
|
7.02K
$277K
|
|
| Q4 2022 | |||||||
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.65K- 49.3% |
$228K - $236K
|
7.87K
$310K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.28K- 35.37% |
$128K - $132K
|
7.81K
$308K
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-6.41KClosed |
$202K - $211K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-8.72KClosed |
$276K - $281K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-34.9KClosed |
$1.1M - $1.11M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-33.8KClosed |
$1.06M - $1.08M
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-12.4KClosed |
$390K - $396K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-39.3KClosed |
$1.22M - $1.24M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-10KClosed |
$310K - $317K
|
0
$0
|
|