Opes Wealth Management LLC First Tr ETF Viii Cboe Vest Us Transaction History

Opes Wealth Management LLC

  • $486 Million
  • Q4 2024

A detailed history of Opes Wealth Management LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Opes Wealth Management LLC holds 6,277 shares of FSEP stock, worth $295,270. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,277
Previous 6,912 9.19%
Holding current value
$295,270
Previous $310,000 7.74%
% of portfolio
0.06%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$44.57 - $46.43 $28,301 - $29,483
-635 Reduced 9.19%
6,277 $286,000
Q3 2024

Oct 29, 2024
BUY
$42.73 - $44.94 $1,281 - $1,348
30 Added 0.44%
6,912 $310,000
Q2 2024

Aug 05, 2024
BUY
$41.45 - $43.76 $1,658 - $1,750
40 Added 0.58%
6,882 $301,000
Q1 2024

May 02, 2024
BUY
$39.77 - $42.49 $5,209 - $5,566
131 Added 1.95%
6,842 $290,000
Q4 2023

Jan 31, 2024
BUY
$36.11 - $40.25 $40,009 - $44,597
1,108 Added 19.78%
6,711 $270,000
Q3 2023

Nov 02, 2023
BUY
$36.98 - $39.0 $207,198 - $218,517
5,603 New
5,603 $207,000

Others Institutions Holding FSEP

# of Institutions
131
Shares Held
4.97M
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 Opes Wealth Management LLC Portfolio

Follow Opes Wealth Management 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 Opes Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Opes Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email