Envestnet Portfolio Solutions, Inc. First Tr ETF Fd Viii Cboe Vest Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in First Tr ETF Fd Viii Cboe Vest stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 14,106 shares of YSEP stock, worth $320,065. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,106

Previous 13,719 2.82%

Holding current value

$320,065

Previous $313,000 2.24%

% of portfolio

0.0%

Previous 0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$21.7 - $22.73 $8,397 - $8,796	387 Added 2.82%	14,106 $306,000
Q3 2024 Oct 31, 2024	SELL	$20.93 - $22.92 $79,010 - $86,523	-3,775 Reduced 21.58%	13,719 $313,000
Q2 2024 Jul 16, 2024	SELL	$20.8 - $22.17 $5,512 - $5,875	-265 Reduced 1.49%	17,494 $377,000
Q1 2024 May 06, 2024	BUY	$20.19 - $21.62 $5,612 - $6,010	278 Added 1.59%	17,759 $383,000
Q4 2023 Feb 07, 2024	BUY	$18.59 - $20.74 $324,971 - $362,555	17,481 New	17,481 $362,000

Others Institutions Holding YSEP

# of Institutions

Shares Held

2.09M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF FD VIII CBOE VEST

Ticker YSEP
Sector ETFs
Industry ETFs

More about YSEP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Account

Envestnet Portfolio Solutions, Inc. First Tr ETF Fd Viii Cboe Vest Transaction History