Mc Kinley Carter Wealth Services, Inc. First Tr ETF Viii Cboe Vest Us Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.56 Billion
Q1 2025

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 25,279 shares of FSEP stock, worth $1.12 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

25,279

Previous 23,809 6.17%

Holding current value

$1.12 Million

Previous $1.09 Million 3.13%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$44.11 - $47.04 $64,841 - $69,148	1,470 Added 6.17%	25,279 $1.12 Million
Q3 2024 Oct 15, 2024	BUY	$42.73 - $44.94 $96,142 - $101,115	2,250 Added 10.44%	23,809 $1.07 Million
Q3 2023 Oct 13, 2023	BUY	$36.98 - $39.0 $14,791 - $15,600	400 Added 1.89%	21,559 $799,000
Q4 2022 Feb 07, 2023	BUY	$31.46 - $34.68 $87,018 - $95,924	2,766 Added 15.04%	21,159 $708,000
Q3 2022 Oct 24, 2022	BUY	$31.56 - $34.27 $51,442 - $55,860	1,630 Added 9.72%	18,393 $580,000
Q1 2022 Apr 27, 2022	BUY	$33.33 - $36.12 $215,645 - $233,696	6,470 Added 62.86%	16,763 $592,000
Q3 2021 Nov 03, 2021	BUY	$33.93 - $34.68 $9,941 - $10,161	293 Added 2.93%	10,293 $349,000
Q4 2020 Feb 12, 2021	BUY	$29.48 - $32.27 $294,800 - $322,700	10,000 New	10,000 $323,000

Others Institutions Holding FSEP

# of Institutions

133

Shares Held

4.81M

Call Options Held

Put Options Held

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About FIRST TR ETF VIII CBOE VEST US

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Mc Kinley Carter Wealth Services, Inc. First Tr ETF Viii Cboe Vest Us Transaction History