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

Echo Wealth Management, LLC

  • $127 Million
  • Q3 2024

A detailed history of Echo Wealth Management, LLC transactions in Frst Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Echo Wealth Management, LLC holds 6,077 shares of XSEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,077
Previous 6,271 3.09%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
N/A
-194 Reduced 3.09%
6,077 $0
Q2 2024

Jul 17, 2024
SELL
N/A
-13 Reduced 0.21%
6,271 $0
Q1 2024

Apr 22, 2024
SELL
N/A
-7,405 Reduced 54.09%
6,284 $0
Q4 2023

Jan 17, 2024
SELL
N/A
-297 Reduced 2.12%
13,689 $0
Q3 2023

Oct 20, 2023
SELL
N/A
-528 Reduced 3.64%
13,986 $0
Q2 2023

Jul 31, 2023
BUY
N/A
556 Added 3.98%
14,514 $0
Q1 2023

Apr 28, 2023
SELL
N/A
-322 Reduced 2.25%
13,958 $0
Q4 2022

Jan 30, 2023
SELL
N/A
-6,699 Reduced 31.93%
14,280 $0
Q3 2022

Nov 14, 2022
BUY
N/A
20,979 New
20,979 $631,000

Others Institutions Holding XSEP

# of Institutions
59
Shares Held
1.76M
Call Options Held
0
Put Options Held
0
View Full List

About FRST TR EX TRD VIII CBOE VEST

XSEP Quotes by TradingView
  • Ticker XSEP
More about XSEP
Track This Portfolio

Track Echo Wealth Management, LLC Portfolio

Follow Echo Wealth Management, 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 Echo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Echo Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email