Octavia Wealth Advisors, LLC First Tr ETF Viii Cboe Vest Us Transaction History
Octavia Wealth Advisors, LLC
- $732 Million
- Q2 2024
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 26,007 shares of FSEP stock, worth $1.16 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
26,007
Previous 26,007
-0.0%
Holding current value
$1.16 Million
Previous $1.11 Million
2.99%
% of portfolio
0.16%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding FSEP
# of Institutions
95Shares Held
3.13MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC316KShares$14.1 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ299KShares$13.4 Million0.03% of portfolio
-
Cwm, LLC294KShares$13.2 Million0.06% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL140KShares$6.27 Million0.01% of portfolio
-
Mc Carthy & Cox Marysville, OH119KShares$5.31 Million1.99% of portfolio