Valmark Advisers, Inc. First Tr Ex Tr Viii Cboe Vest Transaction History

Valmark Advisers, Inc.

$5.84 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 02, 2022	BUY	$29.35 - $31.62 $93,920 - $101,184	3,200 Added 16.33%	22,795 $669,000
Q1 2022 May 10, 2022	BUY	$31.08 - $32.55 $609,012 - $637,817	19,595 New	19,595 $634,000

Others Institutions Holding DMAR

# of Institutions

93

Shares Held

4.31M

Call Options Held

0

Put Options Held

0

Oppenheimer & CO Inc New York, NY

600K
Shares

$22.3 Million
0.35% of portfolio
Lifestyle Asset Management, Inc. Friendswood, TX

597K
Shares

$22.2 Million
12.35% of portfolio
Cetera Investment Advisers Schaumburg, IL

306K
Shares

$11.4 Million
0.03% of portfolio
Kestra Advisory Services, LLC

230K
Shares

$8.53 Million
0.05% of portfolio
Foguth Wealth Management, Llc. Brighton, MI

152K
Shares

$5.66 Million
2.42% of portfolio

About FIRST TR EX-TR VIII CBOE VEST

Ticker DMAR

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