1776 Wealth LLC First Tr ETF Fd Viii Cboe Vest Transaction History
1776 Wealth LLC
- $209 Million
- Q1 2025
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 $330,036. This represents 0.15% of its overall portfolio holdings.
Number of Shares
13,763
Previous 13,763
-0.0%
Holding current value
$330,036
Previous $298,000
4.7%
% of portfolio
0.15%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding YSEP
# of Institutions
55Shares Held
3.98MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph521KShares$12.5 Million3.89% of portfolio
-
Luken Investment Analytics, LLC Brentwood, TN336KShares$8.07 Million3.58% of portfolio
-
Sterling Manor Financial, LLC273KShares$6.54 Million5.4% of portfolio
-
Commonwealth Equity Services, LLC252KShares$6.04 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL218KShares$5.22 Million0.0% of portfolio