Evolution Wealth Management Inc. First Tr ETF Viii Cboe Vest Us Transaction History
Evolution Wealth Management Inc.
- $97.4 Billion
- Q3 2025
A detailed history of Evolution Wealth Management Inc. transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 6,648 shares of DSEP stock, worth $294,240. This represents 0.3% of its overall portfolio holdings.
Number of Shares
6,648
Previous 9,500
30.02%
Holding current value
$294,240
Previous $403 Million
27.05%
% of portfolio
0.3%
Previous 0.5%
Shares
2 transactions
Others Institutions Holding DSEP
# of Institutions
105Shares Held
2.94MCall 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