Stonebridge Financial Planning Group, LLC First Tr ETF Viii Cboe Vest U Transaction History

Stonebridge Financial Planning Group, LLC

  • $181 Million
  • Q1 2024

A detailed history of Stonebridge Financial Planning Group, LLC transactions in First Tr ETF Viii Cboe Vest U stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 22,211 shares of XDEC stock, worth $802,261. This represents 0.43% of its overall portfolio holdings.

Number of Shares
22,211
Previous 18,650 19.09%
Holding current value
$802,261
Previous $634,000 23.5%
% of portfolio
0.43%
Previous 0.37%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$33.88 - $35.27 $120,646 - $125,596
3,561 Added 19.09%
22,211 $783,000
Q4 2023

Feb 05, 2024
SELL
$32.49 - $34.13 $176,583 - $185,496
-5,435 Reduced 22.57%
18,650 $634,000
Q3 2023

Nov 07, 2023
SELL
$32.55 - $33.24 $124,829 - $127,475
-3,835 Reduced 13.74%
24,085 $792,000
Q1 2023

May 03, 2023
BUY
$29.62 - $31.22 $826,990 - $871,662
27,920 New
27,920 $871,000

Others Institutions Holding XDEC

# of Institutions
78
Shares Held
12M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII CBOE VEST U

XDEC Quotes by TradingView
  • Ticker XDEC
  • Sector ETFs
  • Industry ETFs
More about XDEC
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