Kestra Private Wealth Services, LLC First Tr ETF Viii Cboe Vest Us Transaction History
Kestra Private Wealth Services, LLC
- $6.57 Billion
- Q2 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 21,238 shares of DSEP stock, worth $936,171. This represents 0.01% of its overall portfolio holdings.
Number of Shares
21,238
Previous 24,988
15.01%
Holding current value
$936,171
Previous $991,000
9.18%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DSEP
# of Institutions
100Shares Held
3.09MCall 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