Avantax Advisory Services, Inc. First Tr ETF Viii Cboe Vest Us Transaction History

Avantax Advisory Services, Inc.

  • $13.8 Billion
  • Q2 2024

A detailed history of Avantax Advisory Services, Inc. transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 9,680 shares of FSEP stock, worth $433,470. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,680
Previous 12,161 20.4%
Holding current value
$433,470
Previous $516,000 18.02%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$41.45 - $43.76 $102,837 - $108,568
-2,481 Reduced 20.4%
9,680 $423,000
Q1 2024

May 08, 2024
SELL
$39.77 - $42.49 $11,493 - $12,279
-289 Reduced 2.32%
12,161 $516,000
Q4 2023

Feb 07, 2024
BUY
$36.11 - $40.25 $181,669 - $202,497
5,031 Added 67.81%
12,450 $500,000
Q3 2023

Nov 07, 2023
BUY
$36.98 - $39.0 $274,354 - $289,341
7,419 New
7,419 $275,000

Others Institutions Holding FSEP

# of Institutions
95
Shares Held
3.13M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII CBOE VEST US

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

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. 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 Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email