Kestra Private Wealth Services, LLC First Tr ETF Viii Cboe Vest Us Transaction History
Kestra Private Wealth Services, LLC
- $7.16 Billion
- Q3 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 11,238 shares of DSEP stock, worth $497,393. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,238
Previous 21,238
47.09%
Holding current value
$497,393
Previous $900,000
44.89%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DSEP
# of Institutions
105Shares Held
2.94MCall Options Held
0Put Options Held
0-
Reap Financial Group, LLC Austin, TX271KShares$12 Million2.6% of portfolio
-
Spectrum Asset Management, Inc.267KShares$11.8 Million4.44% of portfolio
-
Kestra Advisory Services, LLC180KShares$7.96 Million0.04% of portfolio
-
Envestnet Asset Management Inc152KShares$6.72 Million0.0% of portfolio
-
Ausdal Financial Partners, Inc. Davenport, IA124KShares$5.48 Million0.3% of portfolio