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

Octavia Wealth Advisors, LLC

  • $806 Million
  • Q3 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 $1.18 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
26,007
Previous 26,007 -0.0%
Holding current value
$1.18 Million
Previous $1.14 Million 2.64%
% of portfolio
0.14%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
111
Shares Held
4.94M
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
Track This Portfolio

Track Octavia Wealth Advisors, LLC Portfolio

Follow Octavia Wealth 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 Octavia Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Octavia Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email