1776 Wealth LLC First Tr ETF Fd Viii Cboe Vest Transaction History
1776 Wealth LLC
- $226 Million
- Q4 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 $312,007. This represents 0.13% of its overall portfolio holdings.
Number of Shares
13,763
Previous 13,763
-0.0%
Holding current value
$312,007
Previous $314,000
5.1%
% of portfolio
0.13%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding YSEP
# of Institutions
48Shares Held
2.09MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC242KShares$5.48 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL237KShares$5.38 Million0.0% of portfolio
-
Lm Advisors LLC San Diego, CA192KShares$4.36 Million0.73% of portfolio
-
Rockefeller Capital Management L.P. New York, NY182KShares$4.13 Million0.01% of portfolio
-
Clear Creek Financial Management, LLC133KShares$3.01 Million0.33% of portfolio