Brass Tax Wealth Management, Inc Frst Tr Ex Trd Viii Cboe Vest Transaction History

Brass Tax Wealth Management, Inc

  • $519 Billion
  • Q2 2025

A detailed history of Brass Tax Wealth Management, Inc transactions in Frst Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 12,181 shares of XSEP stock, worth $0. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,181
Previous 13,181 7.59%
Holding current value
$0
Previous $510 Million 2.94%
% of portfolio
0.1%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
N/A
-1,000 Reduced 7.59%
12,181 $495 Million
Q1 2025

Apr 29, 2025
SELL
N/A
-25 Reduced 0.19%
13,181 $510 Million
Q4 2024

Apr 29, 2025
SELL
N/A
-30 Reduced 0.23%
13,206 $514 Million
Q3 2024

Dec 12, 2024
SELL
N/A
-35 Reduced 0.26%
13,236 $0
Q2 2024

Dec 12, 2024
BUY
N/A
13,271 New
13,271 $501 Million
Q1 2024

Jul 31, 2024
BUY
N/A
13,304 New
13,304 $493 Million

Others Institutions Holding XSEP

# of Institutions
61
Shares Held
2.07M
Call Options Held
0
Put Options Held
0
View Full List

About FRST TR EX TRD VIII CBOE VEST

XSEP Quotes by TradingView
  • Ticker XSEP
More about XSEP
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