Brass Tax Wealth Management, Inc First Tr ETF Viii Cboe Vest Us Transaction History
Brass Tax Wealth Management, Inc
- $602 Billion
- Q3 2025
A detailed history of Brass Tax Wealth Management, Inc transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 6,492 shares of DSEP stock, worth $287,335. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,492
Previous 6,892
5.8%
Holding current value
$287,335
Previous $292 Million
1.8%
% of portfolio
0.05%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding DSEP
# of Institutions
105Shares Held
2.95MCall Options Held
0Put Options Held
0-
Reap Financial Group, LLC Austin, TX271KShares$12 Million2.6% of portfolio
-
Spectrum Asset Management, Inc.267KShares$11.8 Million4.44% of portfolio
-
Kestra Advisory Services, LLC180KShares$7.96 Million0.04% of portfolio
-
Envestnet Asset Management Inc152KShares$6.72 Million0.0% of portfolio
-
Ausdal Financial Partners, Inc. Davenport, IA124KShares$5.48 Million0.3% of portfolio