Family Wealth Group, LLC First Tr ETF Viii Cboe Vest Us Transaction History

Family Wealth Group, LLC

  • $92.4 Million
  • Q2 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 25,869 shares of FSEP stock, worth $1.16 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
25,869
Previous 26,294 1.62%
Holding current value
$1.16 Million
Previous $1.12 Million 1.34%
% of portfolio
1.23%
Previous 1.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$41.45 - $43.76 $17,616 - $18,598
-425 Reduced 1.62%
25,869 $1.13 Million
Q1 2024

Aug 14, 2024
SELL
$39.77 - $42.49 $27,600 - $29,488
-694 Reduced 2.57%
26,294 $1.12 Million
Q4 2023

Feb 14, 2024
BUY
$36.11 - $40.25 $974,536 - $1.09 Million
26,988 New
26,988 $1.09 Million

Others Institutions Holding FSEP

# of Institutions
95
Shares Held
3.13M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII CBOE VEST US

FSEP Quotes by TradingView
  • Ticker FSEP
  • Sector ETFs
  • Industry ETFs
More about FSEP
Track This Portfolio

Track Family Wealth Group, LLC Portfolio

Follow Family Wealth Group, 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 Family Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email