Avantra Family Wealth, Inc. First Tr ETF Fd Viii Cboe Vest Transaction History
Avantra Family Wealth, Inc.
- $121 Billion
- Q2 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 156,688 shares of YSEP stock, worth $3.9 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
156,688Holding current value
$3.9 Million% of portfolio
3.16%Shares
1 transactions
Others Institutions Holding YSEP
# of Institutions
56Shares Held
3.26MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph520KShares$12.9 Million3.92% of portfolio
-
Sterling Manor Financial, LLC267KShares$6.65 Million5.34% of portfolio
-
Commonwealth Equity Services, LLC256KShares$6.36 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL209KShares$5.2 Million0.0% of portfolio
-
Lm Advisors LLC San Diego, CA208KShares$5.17 Million0.65% of portfolio