1776 Wealth LLC First Tr ETF Fd Viii Cboe Vest Transaction History
1776 Wealth LLC
- $213 Million
- Q3 2024
A detailed history of 1776 Wealth LLC transactions in First Tr ETF Fd Viii Cboe Vest stock. As of the latest transaction made, 1776 Wealth LLC holds 13,763 shares of YSEP stock, worth $308,015. This represents 0.15% of its overall portfolio holdings.
Number of Shares
13,763
Previous 13,763
-0.0%
Holding current value
$308,015
Previous $297,000
5.72%
% of portfolio
0.15%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding YSEP
# of Institutions
39Shares Held
1.54MCall Options Held
0Put Options Held
0-
Lm Advisors LLC San Diego, CA203KShares$4.55 Million0.94% of portfolio
-
Commonwealth Equity Services, LLC179KShares$4.02 Million0.01% of portfolio
-
Clear Creek Financial Management, LLC133KShares$2.97 Million0.33% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL121KShares$2.72 Million0.0% of portfolio
-
Brookstone Capital Management112KShares$2.52 Million0.04% of portfolio