Accurate Wealth Management, LLC First Tr ETF Viii Cboe Vest Us Transaction History

Accurate Wealth Management, LLC

$486 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 11, 2023	BUY	$29.26 - $31.38 $28,674 - $30,752	980 New	980 $0

Others Institutions Holding DSEP

# of Institutions

83

Shares Held

2.31M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

172K
Shares

$7.08 Million
0.0% of portfolio
Spectrum Asset Management, Inc.

171K
Shares

$7.04 Million
3.13% of portfolio
Kestra Advisory Services, LLC

161K
Shares

$6.66 Million
0.04% of portfolio
Raymond James Financial Inc St. Petersburg, FL

131K
Shares

$5.39 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

104K
Shares

$4.3 Million
0.01% of portfolio

About FIRST TR ETF VIII CBOE VEST US

Ticker DSEP
Sector ETFs
Industry ETFs

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