Lm Advisors LLC First Tr ETF Fd Viii Cboe Vest Transaction History
Lm Advisors LLC
- $777 Million
- Q2 2025
A detailed history of Lm Advisors LLC transactions in First Tr ETF Fd Viii Cboe Vest stock. As of the latest transaction made, Lm Advisors LLC holds 207,948 shares of YSEP stock, worth $5.3 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
207,948
              Previous 195,280
              
        
           6.49%
        
      
          
        Holding current value
$5.3 Million
            Previous $4.44 Million
            
        
           14.31%
        
      
          
        % of portfolio
0.65%
            Previous 0.8%
          
        Shares
	  7 transactions
	
  Others Institutions Holding YSEP
# of Institutions
59Shares Held
3.18MCall Options Held
0Put Options Held
0- 
    
      Ogorek Anthony Joseph520KShares$13.3 Million3.92% of portfolio
- 
    
      Sterling Manor Financial, LLC381KShares$9.7 Million7.4% of portfolio
- 
    
      Raymond James Financial Inc St. Petersburg, FL209KShares$5.33 Million0.0% of portfolio
- 
    
      Rockefeller Capital Management L.P. New York, NY203KShares$5.18 Million0.01% of portfolio
- 
    
      Commonwealth Equity Services, LLC189KShares$4.81 Million0.01% of portfolio