A detailed history of Capital Analysts, LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Capital Analysts, LLC holds 460 shares of FSEP stock, worth $20,911. This represents 0.0% of its overall portfolio holdings.

Number of Shares
460
Previous 460 -0.0%
Holding current value
$20,911
Previous $20,000 5.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023

BUY
$36.98 - $39.0 $17,010 - $17,940
460 New
460 $17,000
Q1 2023

May 05, 2023

SELL
$33.22 - $35.75 $449,898 - $484,162
-13,543 Reduced 95.62%
621 $22,000
Q4 2022

Feb 08, 2023

BUY
$31.46 - $34.68 $164,881 - $181,757
5,241 Added 58.74%
14,164 $474,000
Q3 2022

Nov 14, 2022

BUY
$31.56 - $34.27 $272,141 - $295,510
8,623 Added 2874.33%
8,923 $282,000
Q4 2021

Feb 10, 2022

BUY
$33.85 - $36.07 $10,155 - $10,821
300 New
300 $11,000

Others Institutions Holding FSEP

About FIRST TR ETF VIII CBOE VEST US


  • Ticker FSEP
  • Sector ETFs
  • Industry ETFs
More about FSEP
Track This Portfolio

Track Capital Analysts, LLC Portfolio

Follow Capital Analysts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Capital Analysts, LLC with notifications on news.