J.W. Cole Advisors, Inc. First Tr ETF Viii Cboe Vest Us Transaction History
J.W. Cole Advisors, Inc.
- $4.58 Billion
- Q2 2025
A detailed history of J.W. Cole Advisors, Inc. transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 23,060 shares of DSEP stock, worth $1.02 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
23,060
Previous 23,296
1.01%
Holding current value
$1.02 Million
Previous $924,000
5.74%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DSEP
# of Institutions
100Shares Held
3MCall Options Held
0Put Options Held
0-
Reap Financial Group, LLC Austin, TX271KShares$11.9 Million2.7% of portfolio
-
Spectrum Asset Management, Inc.267KShares$11.7 Million4.44% of portfolio
-
Armis Advisers, LLC Atlanta, GA256KShares$11.3 Million0.86% of portfolio
-
Envestnet Asset Management Inc177KShares$7.79 Million0.0% of portfolio
-
Kestra Advisory Services, LLC155KShares$6.83 Million0.03% of portfolio