Private Advisory Group LLC First Tr ETF Viii Cboe Vest Us Transaction History

Private Advisory Group LLC

$686 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 08, 2021	SELL	$31.84 - $33.3 $225,681 - $236,030	-7,088 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	$29.48 - $32.27 $208,954 - $228,729	7,088 New	7,088 $229,000

Others Institutions Holding FSEP

# of Institutions

93

Shares Held

3.31M

Call Options Held

0

Put Options Held

0

Cwm, LLC

360K
Shares

$15.8 Million
0.07% of portfolio
Commonwealth Equity Services, LLC

322K
Shares

$14.2 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

299K
Shares

$13.1 Million
0.03% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

144K
Shares

$6.35 Million
0.01% of portfolio
Mc Carthy & Cox Marysville, OH

123K
Shares

$5.39 Million
1.97% of portfolio

About FIRST TR ETF VIII CBOE VEST US

Ticker FSEP
Sector ETFs
Industry ETFs

More about FSEP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Advisory Group LLC with notifications on news.