Lm Advisors LLC First Tr ETF Fd Viii Cboe Vest Transaction History

Lm Advisors LLC

$555 Million
Q1 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 195,280 shares of YSEP stock, worth $4.76 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

195,280

Previous 192,142 1.63%

Holding current value

$4.76 Million

Previous $4.17 Million 6.48%

% of portfolio

0.8%

Previous 0.75%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$21.67 - $23.21 $68,000 - $72,832	3,138 Added 1.63%	195,280 $4.44 Million
Q4 2024 Feb 12, 2025	SELL	$21.7 - $22.73 $244,841 - $256,462	-11,283 Reduced 5.55%	192,142 $4.17 Million
Q3 2024 Nov 07, 2024	SELL	$20.93 - $22.92 $62,517 - $68,462	-2,987 Reduced 1.45%	203,425 $4.64 Million
Q2 2024 Aug 14, 2024	SELL	$20.8 - $22.17 $11,523 - $12,282	-554 Reduced 0.27%	206,412 $4.45 Million
Q1 2024 May 15, 2024	BUY	$20.19 - $21.62 $13,365 - $14,312	662 Added 0.32%	206,966 $4.47 Million
Q4 2023 Feb 14, 2024	BUY	$18.59 - $20.74 $3.84 Million - $4.28 Million	206,304 New	206,304 $4.28 Billion

Others Institutions Holding YSEP

# of Institutions

Shares Held

3.98M

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 Lm Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lm Advisors LLC with notifications on news.

Account