Octavia Wealth Advisors, LLC First Tr ETF Fd Viii Cboe Vest Transaction History
Octavia Wealth Advisors, LLC
- $818 Million
- Q1 2025
A detailed history of Octavia Wealth Advisors, LLC transactions in First Tr ETF Fd Viii Cboe Vest stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 16,251 shares of QSPT stock, worth $478,754. This represents 0.05% of its overall portfolio holdings.
Number of Shares
16,251
Previous 16,251
-0.0%
Holding current value
$478,754
Previous $449,000
4.23%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding QSPT
# of Institutions
83Shares Held
4.07MCall Options Held
0Put Options Held
0-
Harvest Investment Services, LLC432KShares$12.7 Million3.58% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ336KShares$9.9 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC303KShares$8.93 Million0.01% of portfolio
-
Global Assets Advisory, LLC Orlando, FL272KShares$8.02 Million1.31% of portfolio
-
Ferguson Shapiro LLC264KShares$7.79 Million4.48% of portfolio