A detailed history of New Edge Advisors, LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, New Edge Advisors, LLC holds 5,585 shares of DSEP stock, worth $216,307. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,585
Previous 5,585 -0.0%
Holding current value
$216,307
Previous $203,000 4.93%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024

BUY
$33.34 - $36.48 $186,203 - $203,740
5,585 New
5,585 $203,000
Q2 2023

Aug 14, 2023

SELL
$31.87 - $34.21 $33,272 - $35,715
-1,044 Reduced 1.97%
51,850 $1.77 Million
Q1 2023

May 12, 2023

BUY
$30.41 - $32.21 $1.56 Million - $1.65 Million
51,250 Added 3117.4%
52,894 $1.69 Million
Q4 2022

Feb 14, 2023

BUY
$29.94 - $31.38 $49,221 - $51,588
1,644 New
1,644 $50,000

Others Institutions Holding DSEP

About FIRST TR ETF VIII CBOE VEST US


  • Ticker DSEP
  • Sector ETFs
  • Industry ETFs
More about DSEP
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.