Tcfg Wealth Management, LLC First Tr ETF Viii Cboe Vest Us Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q4 2024
A detailed history of Tcfg Wealth Management, LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 7,627 shares of DSEP stock, worth $314,003. This represents 0.16% of its overall portfolio holdings.
Number of Shares
7,627
Previous 7,854
2.89%
Holding current value
$314,003
Previous $315 Million
1.69%
% of portfolio
0.16%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding DSEP
# of Institutions
81Shares Held
2.21MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc172KShares$7.06 Million0.0% of portfolio
-
Spectrum Asset Management, Inc.171KShares$7.03 Million3.13% of portfolio
-
Kestra Advisory Services, LLC161KShares$6.65 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ104KShares$4.29 Million0.01% of portfolio
-
Cwm, LLC100KShares$4.13 Million0.02% of portfolio