Steward Partners Investment Advisory, LLC First Tr ETF Fd Viii Cboe Vest Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in First Tr ETF Fd Viii Cboe Vest stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,677 shares of YSEP stock, worth $42,998. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,677
Previous 300 459.0%
Holding current value
$42,998
Previous $7,000 500.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$23.97 - $25.5 $33,006 - $35,113
1,377 Added 459.0%
1,677 $42,000
Q4 2023

Feb 12, 2024
BUY
$18.59 - $20.74 $5,577 - $6,221
300 New
300 $6,000

Others Institutions Holding YSEP

# of Institutions
60
Shares Held
3.26M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF FD VIII CBOE VEST

YSEP Quotes by TradingView
  • Ticker YSEP
  • Sector ETFs
  • Industry ETFs
More about YSEP
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, 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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email