Whipplewood Advisors, LLC First Tr ETF Fd Viii Cboe Vest Transaction History
Whipplewood Advisors, LLC
- $182 Billion
- Q2 2025
A detailed history of Whipplewood Advisors, LLC transactions in First Tr ETF Fd Viii Cboe Vest stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 2,267 shares of YSEP stock, worth $56,380. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,267
Previous 26,733
91.52%
Holding current value
$56,380
Previous $49.8 Million
11.07%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding YSEP
# of Institutions
53Shares Held
3.22MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph520KShares$12.9 Million3.92% of portfolio
-
Sterling Manor Financial, LLC267KShares$6.65 Million5.34% of portfolio
-
Commonwealth Equity Services, LLC256KShares$6.36 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL218KShares$5.41 Million0.0% of portfolio
-
Rockefeller Capital Management L.P. New York, NY203KShares$5.06 Million0.01% of portfolio