Heritage Oak Wealth Advisors LLC First Tr ETF Viii Cboe Vest Us Transaction History

Heritage Oak Wealth Advisors LLC

  • $228 Billion
  • Q1 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 5,666 shares of DSEP stock, worth $224,543. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,666
Holding current value
$224,543
% of portfolio
0.1%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$39.33 - $41.52 $222,843 - $235,252
5,666 New
5,666 $225 Million

Others Institutions Holding DSEP

# of Institutions
103
Shares Held
3.33M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII CBOE VEST US

DSEP Quotes by TradingView
  • Ticker DSEP
  • Sector ETFs
  • Industry ETFs
More about DSEP
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