Family Wealth Group, LLC First Tr ETF Viii Cboe Vest Us Transaction History
Family Wealth Group, LLC
- $92.9 Million
- Q3 2024
A detailed history of Family Wealth Group, LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Family Wealth Group, LLC holds 24,755 shares of FSEP stock, worth $1.15 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
24,755
Previous 25,869
4.31%
Holding current value
$1.15 Million
Previous $1.13 Million
1.77%
% of portfolio
1.2%
Previous 1.23%
Shares
4 transactions
Others Institutions Holding FSEP
# of Institutions
113Shares Held
4.96MCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ448KShares$20.7 Million0.05% of portfolio
-
Envestnet Asset Management Inc393KShares$18.2 Million0.01% of portfolio
-
Cwm, LLC323KShares$14.9 Million0.06% of portfolio
-
Cetera Investment Advisers Schaumburg, IL255KShares$11.8 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC220KShares$10.2 Million0.01% of portfolio