Wealthsource Partners, LLC First Tr ETF Viii Cboe Vest Us Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Wealthsource Partners, LLC holds 8,282 shares of FSEP stock, worth $370,039. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,282
Previous 8,282 -0.0%
Holding current value
$370,039
Previous $307,000 8.47%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
SELL
$35.01 - $37.98 $26,257 - $28,484
-750 Reduced 8.3%
8,282 $314,000
Q1 2023

May 15, 2023
SELL
$33.22 - $35.75 $375,286 - $403,867
-11,297 Reduced 55.57%
9,032 $319,000
Q4 2022

Feb 09, 2023
SELL
$31.46 - $34.68 $128,639 - $141,806
-4,089 Reduced 16.75%
20,329 $680,000
Q3 2022

Nov 14, 2022
BUY
$31.56 - $34.27 $770,632 - $836,804
24,418 New
24,418 $771,000
Q2 2022

Aug 10, 2022
SELL
$31.14 - $35.54 $597,047 - $681,408
-19,173 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$33.85 - $36.07 $649,006 - $691,570
19,173 New
19,173 $690,000

Others Institutions Holding FSEP

# of Institutions
95
Shares Held
3.13M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII CBOE VEST US

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

Track Wealthsource Partners, LLC Portfolio

Follow Wealthsource Partners, 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 Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email