Brass Tax Wealth Management, Inc First Tr ETF Viii Cboe Vest Us Transaction History
Brass Tax Wealth Management, Inc
- $476 Billion
- Q1 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 6,892 shares of DSEP stock, worth $273,129. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,892
Previous 6,892
-0.0%
Holding current value
$273,129
Previous $279 Million
2.15%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding DSEP
# of Institutions
103Shares Held
3.33MCall Options Held
0Put Options Held
0-
Reap Financial Group, LLC Austin, TX388KShares$15.4 Million3.91% of portfolio
-
Armis Advisers, LLC Atlanta, GA371KShares$14.7 Million1.84% of portfolio
-
Envestnet Asset Management Inc176KShares$6.97 Million0.0% of portfolio
-
Kestra Advisory Services, LLC169KShares$6.72 Million0.04% of portfolio
-
Spectrum Asset Management, Inc.169KShares$6.71 Million3.06% of portfolio