Winnow Wealth LLC First Tr ETF Fd Viii Cboe Vest Transaction History

Winnow Wealth LLC

$128 Billion
Q3 2025

A detailed history of Winnow Wealth LLC transactions in First Tr ETF Fd Viii Cboe Vest stock. As of the latest transaction made, Winnow Wealth LLC holds 15,981 shares of YSEP stock, worth $406,876. This represents 0.33% of its overall portfolio holdings.

Number of Shares

15,981

Holding current value

$406,876

% of portfolio

0.33%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$23.97 - $25.5 $383,064 - $407,515	15,981 New	15,981 $416 Million
Q2 2025 Aug 12, 2025	SELL	$21.49 - $24.4 $378,911 - $430,220	-17,632 Closed	0 $0
Q1 2025 Aug 26, 2025	BUY	$21.67 - $23.21 $365,442 - $391,413	16,864 New	16,864 $383 Million
Q4 2024 Aug 21, 2025	BUY	$21.7 - $22.73 $382,614 - $400,775	17,632 New	17,632 $382 Million

Others Institutions Holding YSEP

# of Institutions

Shares Held

3.19M

Call Options Held

Put Options Held

Ogorek Anthony Joseph

520K
Shares

$13.2 Million
3.79% of portfolio
Sterling Manor Financial, LLC

381K
Shares

$9.69 Million
7.4% of portfolio
Raymond James Financial Inc St. Petersburg, FL

209K
Shares

$5.32 Million
0.0% of portfolio
Lm Advisors LLC San Diego, CA

208K
Shares

$5.29 Million
0.65% of portfolio
Rockefeller Capital Management L.P. New York, NY

203K
Shares

$5.18 Million
0.01% of portfolio

View Full List

About FIRST TR ETF FD VIII CBOE VEST

Ticker YSEP
Sector ETFs
Industry ETFs

More about YSEP

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