Mc Kinley Carter Wealth Services, Inc. First Tr ETF Viii Cboe Vest Us Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.47 Billion
- Q1 2024
A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 16,934 shares of DSEP stock, worth $665,167. This represents 0.04% of its overall portfolio holdings.
Number of Shares
16,934
Previous 16,934
-0.0%
Holding current value
$665,167
Previous $616,000
4.87%
% of portfolio
0.04%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DSEP
# of Institutions
66Shares Held
1.55MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC174KShares$6.82 Million0.05% of portfolio
-
Envestnet Asset Management Inc138KShares$5.42 Million0.0% of portfolio
-
Ae Wealth Management LLC93.3KShares$3.66 Million0.04% of portfolio
-
Cwm, LLC77.3KShares$3.04 Million0.01% of portfolio
-
Truist Financial Corp76KShares$2.98 Million0.0% of portfolio