1776 Wealth LLC First Tr ETF Fd Viii Cboe Vest Transaction History
1776 Wealth LLC
- $249 Million
- Q3 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 12,339 shares of YSEP stock, worth $316,371. This represents 0.13% of its overall portfolio holdings.
Number of Shares
12,339
Previous 13,763
10.35%
Holding current value
$316,371
Previous $335,000
6.27%
% of portfolio
0.13%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding YSEP
# of Institutions
60Shares Held
3.26MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph520KShares$13.3 Million3.79% of portfolio
-
Sterling Manor Financial, LLC383KShares$9.83 Million7.48% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL241KShares$6.17 Million0.0% of portfolio
-
Lm Advisors LLC San Diego, CA210KShares$5.38 Million0.77% of portfolio
-
Commonwealth Equity Services, LLC189KShares$4.84 Million0.01% of portfolio