Bam Wealth Management, LLC First Tr ETF Viii Cboe Vest Us Transaction History
Bam Wealth Management, LLC
- $138 Billion
- Q4 2025
A detailed history of Bam Wealth Management, LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Bam Wealth Management, LLC holds 96,780 shares of FSEP stock, worth $4.9 Million. This represents 3.61% of its overall portfolio holdings.
Number of Shares
96,780
Previous 106,883
9.45%
Holding current value
$4.9 Million
Previous $5.4 Billion
7.62%
% of portfolio
3.61%
Previous 4.18%
Shares
2 transactions
Others Institutions Holding FSEP
# of Institutions
147Shares Held
5.77MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc547KShares$27.7 Million0.01% of portfolio
-
Cwm, LLC429KShares$21.8 Million0.07% of portfolio
-
Cetera Investment Advisers Schaumburg, IL412KShares$20.9 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ337KShares$17.1 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC307KShares$15.5 Million0.02% of portfolio