Ae Wealth Management LLC First Tr ETF Fd Viii Cboe Vest Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q1 2025
A detailed history of Ae Wealth Management LLC transactions in First Tr ETF Fd Viii Cboe Vest stock. As of the latest transaction made, Ae Wealth Management LLC holds 2,912 shares of YSEP stock, worth $69,829. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,912
Previous 3,312
12.08%
Holding current value
$69,829
Previous $71,000
7.04%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding YSEP
# of Institutions
55Shares Held
3.98MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph521KShares$12.5 Million3.89% of portfolio
-
Luken Investment Analytics, LLC Brentwood, TN336KShares$8.07 Million3.58% of portfolio
-
Sterling Manor Financial, LLC273KShares$6.54 Million5.4% of portfolio
-
Commonwealth Equity Services, LLC252KShares$6.04 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL218KShares$5.22 Million0.0% of portfolio