Heritage Oak Wealth Advisors LLC First Tr ETF Viii Cboe Vest Us Transaction History

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 5,666 shares of DSEP stock, worth $250,777. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,666
Previous 5,666 -0.0%
Holding current value
$250,777
Previous $240 Million 4.25%
% of portfolio
0.09%
Previous 0.09%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$39.33 - $41.52 $222,843 - $235,252
5,666 New
5,666 $225 Million

Others Institutions Holding DSEP

# of Institutions
105
Shares Held
2.95M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII CBOE VEST US

DSEP Quotes by TradingView
  • Ticker DSEP
  • Sector ETFs
  • Industry ETFs
More about DSEP
Track This Portfolio

Track Heritage Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email