Avantra Family Wealth, Inc. First Tr ETF Fd Viii Cboe Vest Transaction History

Avantra Family Wealth, Inc.

  • $134 Billion
  • Q3 2025

A detailed history of Avantra Family Wealth, Inc. transactions in First Tr ETF Fd Viii Cboe Vest stock. As of the latest transaction made, Avantra Family Wealth, Inc. holds 54,532 shares of YSEP stock, worth $1.4 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
54,532
Previous 156,688 65.2%
Holding current value
$1.4 Million
Previous $3.82 Billion 63.63%
% of portfolio
1.04%
Previous 3.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$23.97 - $25.5 $2.45 Million - $2.6 Million
-102,156 Reduced 65.2%
54,532 $1.39 Billion
Q2 2025

Jul 23, 2025
BUY
$21.49 - $24.4 $3.37 Million - $3.82 Million
156,688 New
156,688 $3.82 Billion

Others Institutions Holding YSEP

# of Institutions
60
Shares Held
3.26M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF FD VIII CBOE VEST

YSEP Quotes by TradingView
  • Ticker YSEP
  • Sector ETFs
  • Industry ETFs
More about YSEP
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