Bison Wealth, LLC Frst Tr Ex Trd Viii Cboe Vest Transaction History

Bison Wealth, LLC

$561 Million
Q3 2024

A detailed history of Bison Wealth, LLC transactions in Frst Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Bison Wealth, LLC holds 9,684 shares of XSEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,684

Previous 9,684 -0.0%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	N/A	420 Added 4.53%	9,684 $0
Q3 2023 Nov 13, 2023	BUY	N/A	9,264 New	9,264 $0

Others Institutions Holding XSEP

# of Institutions

Shares Held

1.79M

Call Options Held

Put Options Held

Commonwealth Equity Services, LLC

341K
Shares

$0
0.02% of portfolio
Kestra Advisory Services, LLC

177K
Shares

$0
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

153K
Shares

$0
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

104K
Shares

$0
0.0% of portfolio
Millington Financial Advisors, LLC Naperville, IL

85.3K
Shares

$0
1.95% of portfolio

View Full List

About FRST TR EX TRD VIII CBOE VEST

Ticker XSEP

More about XSEP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bison Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bison Wealth, LLC with notifications on news.

Account