Lm Advisors LLC First Tr ETF Fd Viii Cboe Vest Transaction History
Lm Advisors LLC
- $777 Million
- Q2 2025
A detailed history of Lm Advisors LLC transactions in First Tr ETF Fd Viii Cboe Vest stock. As of the latest transaction made, Lm Advisors LLC holds 207,948 shares of YSEP stock, worth $5.17 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
207,948
Previous 195,280
6.49%
Holding current value
$5.17 Million
Previous $4.44 Million
14.31%
% of portfolio
0.65%
Previous 0.8%
Shares
7 transactions
Others Institutions Holding YSEP
# of Institutions
56Shares Held
3.27MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph520KShares$12.9 Million3.92% of portfolio
-
Sterling Manor Financial, LLC267KShares$6.65 Million5.34% of portfolio
-
Commonwealth Equity Services, LLC256KShares$6.36 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL209KShares$5.2 Million0.0% of portfolio
-
Rockefeller Capital Management L.P. New York, NY203KShares$5.06 Million0.01% of portfolio