Latest Institutional Sells of First Tr Ex Tr Viii Cboe Vest (DMAR)
This list provides information on the latest institutional transactions involving First Tr Ex Tr Viii Cboe Vest (DMAR) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-357- 37.74% |
$12.5K - $13.3K
|
589
$23K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-28- 16.18% |
$981 - $1.05K
|
145
$5.67K
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-218K- 26.71% |
$7.37M - $7.84M
|
597K
$23.3M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-6.27K- 26.64% |
$212K - $226K
|
17.3K
$674K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-5.69K- 37.24% |
$193K - $205K
|
9.59K
$375K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-335- 17.84% |
$11.3K - $12.1K
|
1.54K
$60.3K
|
|
| Q1 2024 | |||||||
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-4.21K- 23.89% |
$142K - $147K
|
13.4K
$524K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.85KClosed |
$130K - $134K
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-6.45K- 38.76% |
$203K - $218K
|
10.2K
$398K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-70- 0.78% |
$2.21K - $2.37K
|
8.9K
$348K
|
|
| Q3 2023 | |||||||
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-23K- 18.67% |
$738K - $754K
|
100K
$3.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-6.18K- 4.86% |
$198K - $202K
|
121K
$4.73M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.15K- 2.26% |
$68.8K - $70.2K
|
92.7K
$3.62M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-298- 3.13% |
$9.55K - $9.74K
|
9.21K
$360K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 58.82% |
$320 - $327
|
7
$273
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-132K- 88.3% |
$3.97M - $4.07M
|
17.5K
$682K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.8K- 50.0% |
$114K - $117K
|
3.8K
$149K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.42K- 24.86% |
$103K - $106K
|
10.4K
$404K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.72K- 25.77% |
$51.7K - $53K
|
4.94K
$193K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-755- 3.61% |
$22.7K - $23.3K
|
20.2K
$789K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-600- 75.0% |
$18.1K - $18.5K
|
200
$7.81K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 18.18% |
$60.2 - $61.8
|
9
$352
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
SELL
|
- |
-3.09K- 25.15% |
$90.9K - $94.8K
|
9.21K
$360K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.85K- 1.26% |
$54.2K - $56.5K
|
144K
$5.63M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-481- 37.4% |
$14.1K - $14.7K
|
805
$31.5K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-168- 0.64% |
$4.93K - $5.15K
|
26.1K
$1.02M
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-39- 0.11% |
$1.15K - $1.19K
|
35.8K
$1.4M
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-8.92KClosed |
$277K - $290K
|
0
$0
|
|