Sowell Financial Services LLC First Tr Ex Tr Viii Cboe Vest Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$20.23 - $21.14 $138,535 - $144,766	-6,848 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$19.91 - $20.14 $136,343 - $137,918	6,848 New	6,848 $141,000

Others Institutions Holding YMAR

# of Institutions

54

Shares Held

2.95M

Call Options Held

0

Put Options Held

0

Mgo One Seven LLC Beachwood, OH

361K
Shares

$8.28 Million
0.39% of portfolio
Cambridge Investment Research Advisors, Inc.

321K
Shares

$7.36 Million
0.03% of portfolio
Legacy Capital Wealth Partners, LLC Little Rock, AR

265K
Shares

$6.08 Million
1.12% of portfolio
Commonwealth Equity Services, LLC

248K
Shares

$5.68 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

243K
Shares

$5.56 Million
0.01% of portfolio

About FIRST TR EX-TR VIII CBOE VEST

Ticker YMAR

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