Octavia Wealth Advisors, LLC First Tr ETF Viii Cboe Vest Us Transaction History

Octavia Wealth Advisors, LLC

  • $818 Million
  • Q1 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 25,353 shares of FSEP stock, worth $1.18 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
25,353
Previous 26,007 2.51%
Holding current value
$1.18 Million
Previous $1.19 Million 5.3%
% of portfolio
0.14%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$44.11 - $47.04 $28,847 - $30,764
-654 Reduced 2.51%
25,353 $1.13 Million
Q3 2023

Oct 30, 2023
SELL
$36.98 - $39.0 $133,238 - $140,517
-3,603 Reduced 12.17%
26,007 $964,000
Q1 2023

Apr 20, 2023
SELL
$33.22 - $35.75 $30,961 - $33,319
-932 Reduced 3.05%
29,610 $1.05 Million
Q4 2022

Jan 19, 2023
BUY
$31.46 - $34.68 $84,658 - $93,323
2,691 Added 9.66%
30,542 $0
Q3 2022

Oct 17, 2022
BUY
$31.56 - $34.27 $878,977 - $954,453
27,851 New
27,851 $879,000

Others Institutions Holding FSEP

# of Institutions
131
Shares Held
4.47M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII CBOE VEST US

FSEP Quotes by TradingView
  • Ticker FSEP
  • Sector ETFs
  • Industry ETFs
More about FSEP
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