Brass Tax Wealth Management, Inc Frst Tr Ex Trd Viii Cboe Vest Transaction History
Brass Tax Wealth Management, Inc
- $476 Billion
- Q1 2025
A detailed history of Brass Tax Wealth Management, Inc transactions in Frst Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 13,181 shares of XSEP stock, worth $0. This represents 0.11% of its overall portfolio holdings.
Number of Shares
13,181
Previous 13,206
0.19%
Holding current value
$0
Previous $514 Million
0.81%
% of portfolio
0.11%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding XSEP
# of Institutions
62Shares Held
1.98MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC334KShares$00.02% of portfolio
-
Kestra Advisory Services, LLC195KShares$00.0% of portfolio
-
Envestnet Asset Management Inc171KShares$00.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ153KShares$00.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL121KShares$00.0% of portfolio