Winnow Wealth LLC First Tr Ex Tr Viii Cboe Vest Transaction History

Winnow Wealth LLC

$134 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 12, 2025	SELL	$22.43 - $25.58 $373,481 - $425,932	-16,651 Closed	0 $0
Q4 2024 Aug 21, 2025	BUY	$22.79 - $24.1 $379,476 - $401,289	16,651 New	16,651 $378 Million

Others Institutions Holding YMAR

# of Institutions

74

Shares Held

3.54M

Call Options Held

0

Put Options Held

0

Ogorek Anthony Joseph

515K
Shares

$13.4 Million
4.06% of portfolio
Mgo One Seven LLC Beachwood, OH

370K
Shares

$9.6 Million
0.32% of portfolio
Raymond James Financial Inc St. Petersburg, FL

326K
Shares

$8.45 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

258K
Shares

$6.7 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

214K
Shares

$5.54 Million
0.0% of portfolio

About FIRST TR EX-TR VIII CBOE VEST

Ticker YMAR

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